Slipaczek Chartered Financial Planners

Independent Financial Adviser  2c Lytton Road, New Barnet, Herts, EN5 5BY
To champion the interests of our existing and future clients by putting them at the heart of our family business.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Alex Slipaczek MA (Hons) FPFS Chartered Financial Planner ISO 22222 Certified MA (Hons) Chartered Financial Planner ISO 22222 Certified
Financial Planner and Senior Paraplanner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Accreditations
Chartered Financial Planner ISO 22222- Personal Financial Planning
MR Max Slipaczek BSc (Hons) FPFS Chartered Financial Planner Cert SMP BSc (Hons) Cert SMP
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

Accreditations
Chartered Financial Planner
MR Filip Slipaczek BA (Hons) FCIB ACII FPFS ISO 22222 Certified BA (Hons) FCIB ACII FPFS
Senior Partner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses the knowledge and understanding to advise clients on specialised financial products.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner ISO 22222- Personal Financial Planning
About us

Filip Slipaczek, current Principal of the family Practice has over 25 years experience and is uniquely 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 (Hons) Degree in Finance from The University of Aberdeen. He was the youngest Chartered Financial Planner, Fellow of the PFS and ISO 22222 Certified Adviser in the UK until May 2018. Max joined the practice in 2014 having completed a 2.1 BSc (Hons) Degree in Finance and Marketing and since August 2020 is also a Chartered Financial Planner and also holds an advanced mortgage qualification.

We take a pride in presenting the profession in the highest esteem promoting parliamentary events and engaging in numerous charitable causes.

As of 2018 the practice is proud to have been awarded Corporate Chartered Financial Planner Status. Our newly purchased office premises were opened on 25/10/2019 by The Secretary of State for the Environment, Food and Rural Affairs, the Rt Hon Theresa Villiers MP.

Our services

The firm is a family run business, serving both the local community and the rest of the UK. Additionally we pride ourselves in catering for the UK's many ethnic groups.

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.

The Family firm has a client bank of over 400 clients & total assets under management of £55 Million which has been established without recourse to either cold calling or direct marketing. We pay a monthly subscription to advertise on Unbiased but we refrain in view of our profile to purchased enquiries.

Where to find us
Head office address: 2c Lytton Road, New Barnet, Herts, EN5 5BY
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 1st March 2021

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