55 Bulwer Road, New Barnet, Herts, EN5 5EUContact us
Filip Slipaczek, current Principal of the family Practice has over 25 years experience and is 3 times Chartered in Financial Planning, Insurance, Banking, and is also ISO 22222 Certified. In 2012 Alex joined the family practice having completed an MA Degree in Finance from Aberdeen University. He is also a Chartered Financial Planner and Fellow of the PFS and holds the ISO 22222 Certification. Max joined the practice in 2014 having completed a BSc (Hons) Degree in Finance and Marketing and has a Level 4 Diploma with an advanced mortgage qualification. Max is soon to be Chartered, notwithstanding he also holds the ISO 22222 Certification.
The family practice offers the most up to date technological solutions to a clients holistic financial planning needs. As our main modus operandi is Wealth Management, we uniquely use 6 investment platforms to suit the individual requirements of our current and future diverse client bank. Furthermore, we offer a bespoke fund picking service for the discerning client, even offering ethical investing. We avoid model portfolios and the additional costs of Discretionary Fund Managers.
We take a pride in presenting the profession in the highest esteem promoting parliamentary events, engaging in numerous charitable and
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