Filip Slipaczek Chartered Financial Planner

At Slipaczek Chartered Financial Planners, we pride ourselves on being a family-run business that has been serving the local community and the rest of the UK for over a quarter of a century. We take great pride in our commitment to our clients, providing a holistic financial planning service that is tailored to their individual needs and goals. With a team of chartered financial planners, including our senior partner, Filip Slipaczek, who is one of the UK's first-ever chartered financial planners, we have built a client bank of over 400 clients with total assets under management of 45 million.

Our Approach

We believe that every client is unique, and therefore, we take the time to understand our clients' individual needs and goals. Our holistic financial planning approach covers all aspects of financial planning, including investments, pensions, and retirement planning, tax and trust planning, insurance and protection, and long-term care. We refuse to use externally provided model portfolios and discretionary fund managers, which we believe do not add any value to our clients' financial planning. Instead, we build bespoke portfolios in-house, offering a customised fund-picking service that is tailored to each client's individual needs.

Our Services

Our comprehensive range of services includes:

• Investments
• Pensions and retirement planning
• Holistic financial planning
• Tax and trust planning
• Insurance and protection
• Long-term care
• Mortgages
• Auto Enrolment

Our Team

At Slipaczek Chartered Financial Planners, we are proud to have a team of highly qualified and experienced chartered financial planners. Our team is led by our senior partner, Filip Slipaczek, who is a Chartered Financial Planner and Fellow of the Personal Finance Society. Our partners, Alex and Max, are also Chartered Financial Planners and Fellows of the Personal Finance Society. We are committed to providing the highest level of service to our clients, and we believe that our family-run business approach sets us apart from larger, more corporate financial planning firms.

Our Expertise

Our team of chartered financial planners has extensive knowledge and expertise in all areas of financial planning. We have a deep understanding of the financial markets and are able to provide expert guidance and advice to our clients. Whether you are looking to manage your investments, plan for retirement, or protect your wealth, we have the expertise and experience to help you achieve your financial goals.

Our Client Focus

At Slipaczek Chartered Financial Planners, we are committed to providing our clients with the highest level of service and expertise. We take the time to understand our clients' individual needs and goals, and we are dedicated to providing them with tailored financial planning that is tailored to their unique circumstances.

Our Philosophy

We believe that every individual is unique, with their own set of financial goals and aspirations. We take the time to understand our clients' individual needs and goals, and we are dedicated to providing them with expert guidance and advice. We believe that financial planning is not just about making money, but about creating a secure financial future that is tailored to each individual's unique circumstances.

Our Commitment

At Slipaczek Chartered Financial Planners, we are committed to providing our clients with the highest level of service and expertise. We are dedicated to providing our clients with tailored financial planning that is tailored to their individual needs and goals. We believe that our family-run business approach sets us apart from larger, more corporate financial planning firms, and we are committed to providing our clients with the highest level of service and expertise.