My Story

Financial advisor Poland

I have been a financial adviser for my entire working career (26 years).

20 years ago, I started my expat journey. The initial plan was to stay overseas for 2-3 years and then return to the UK.

That plan obviously changed 😀

Professionally, I am qualified in the UK (Chartered Financial Planner & Pension Transfer Specialist) and European Union (European Financial Planner ®).

I specialise in advising UK expatriate clients with a particular focus retirement planning.

Based on the Gallup/Clifton Strengthfinder test, my top 3 strengths are:

  1. Learner – desire to learn/continuously improve;
  2. Restorative – adept at dealing with problems. Good at figuring out what is wrong and resolving it;
  3. Empathy – can sense other people’s feelings by imagining myself in their lives/situations.

But enough about me.

I’d like to learn more about you.

If you are interested in seeing if we would be a good fit, please contact me.