Warsaw Financial Adviser

What Do I Do?

I help British expats to get a handle on their pensions and investments

Why Work With Me?

Financial Adviser in Poland

I specialise in expat financial planning

A lot of financial advisers try to be all things to all people – I don’t. My expertise is specifically in helping Brits who live in (or are moving to ) Poland to understand their pension and investment options and make informed decisions.

Warsaw Financial Adviser

I’m independent

I am not affiliated with any bank, investment firm or insurance company. This allows me to offer truly comprehensive advice without restriction or pressure to make certain recommendations.

Warsaw Financial Adviser

My fees are clear and fair

I am “fee-only,” which means that I don’t sell products for commission and don’t receive any form of compensation from anyone other than you.

Financial Advice Warsaw

I am qualified

  • In the UK as a Chartered Financial Planner and Pension Transfer Specialist
  • In the EU as European Financial Planner®
Warsaw Financial Adviser

I am based in Poland

I have been working as a financial adviser in Warsaw for more than 20 years, which means that I have eaten more than my fair share of carp.

It also means that I have an in-depth knowledge of the pitfalls and opportunities that expats living here need to navigate when it comes to financial planning.

Next Steps