Meet your personal financial expert
Take control of your financial future with personalized strategies from a qualified financial expert.
Financial advice has become affordable for all
Wojciech
Diploma for Financial Advisers
Diploma in Accounting
Member of London Institute of Banking and Finance
I’m Wojciech, a dedicated financial expert with a solid background in accounting and finance. I hold a Diploma for Financial Advisers, a Diploma in Accounting, am a qualified bookkeeper and a proud member of the London Institute of Banking and Finance. My goal is to help individuals make smart financial decisions.
With years of experience I understand the challenges you face. I offer practical, straightforward guidance on managing your money, planning for the future, and navigating financial regulations. I also use my skills in data analysis and programming to provide clear, effective solutions tailored to your needs.
Start with a Free Financial Check-Up
If you’ve been hesitant to take the first step towards financial security, now is the time. I offer a free financial check-up to help you assess your current situation and identify areas for improvement. Together, we’ll craft a plan that aligns with your goals, giving you the confidence to take control of your financial future.
Your Money, Your Plan
Our comprehensive suite of professional services.
Affordable Financial Guidance vs. Traditional Costs – See the Savings!
| Service Type | Old fashioned advice | Financial Guidance |
|---|---|---|
| Average cost of service | £995 – £1,495 | £60 per session |
| Hourly Rate | £75 – £350 | £60 per session |
| Minimum Investment | £50,000 – £100,000 | No Minimum Investment |
Financial Jargon
vs
Normal Language
Imagine you’re in a meeting with a financial advisor, and they say:
“We need to consider your asset allocation strategy to ensure an optimal balance between equities and fixed income, taking into account the current equity risk premium and adjusting for your individual risk tolerance and liquidity needs.”
The Problem with Financial Jargon
Too many financial advisors use complex jargon that leaves clients more confused than confident. Terms like “asset allocation”, “equity risk premium”, or “liquidity ratios” might be second nature to them, but for many people, this sounds like a foreign language.
But it doesn’t have to be this way.
I would simply say:
“Let’s see how your money is split between different things, like stocks and savings. We want to make sure your money is safe and easy to get if you need it.”
Why This Matters:
I believe that financial advice should be easy to understand, so you always know exactly what’s happening with your money.
Flexible Meeting Options to Suit You
See what others are saying about my services.
Wojciech really helped me understand my finances better. With his guidance, I now feel in control of my money and have a clear plan for the future. I highly recommend his services!
I was confused about where to start with my savings. Wojciech made everything easy to understand and showed me practical steps to take. I’m finally confident about my financial decisions.
Wojciech took the time to listen to my financial worries and gave me guidance that was easy to understand. Now, I’m saving more and spending smarter. I wish I had found him sooner!
Frequently Asked Questions (FAQ)
What is a Financial Health Assessment?
Examining your current financial situation to understand where you are and where you aspire to be.
What qualifications do you hold?
I hold a Diploma for Financial Advisers and a Diploma in Accounting.
How do you provide guidance?
Based on your unique needs and goals, I offer clear, actionable guidance on various financial matters.
Do you tailor guidance to my specific goals?
Yes, I provide bespoke guidance tailored to your individual needs and aspirations.
Ready to take control of your financial future?
Contact Wojciech