Hertford
Magda joined Perspective (East Anglia) as a Financial Planner in March 2022 following the acquisition of Stafford Wealth Management in Hertford.
Magda has more than 17 years of experience in the financial services sector. She joined Stafford Wealth Management in December 2010 as a Paraplanner and worked closely with two Financial Planning Directors, advising High Net Worth clients. Before this, she spent five years working in the financial services industry in London.
She is fully qualified (SQA Level 4 Diploma in Professional Financial Advice) and she possesses an in-depth knowledge of financial planning, investment risk strategies including investments, life and pensions, taxation and trusts. She has recently obtained the qualification in Long Term Care advice. The most enjoyable part of her role is the face-to-face interaction she has with clients, knowing that she can help them to achieve their financial goals
Prior to taking up her career in financial services, Magda achieved a Master’s in law at a University in Poland. Outside of work, Magda enjoys spending time with family and friends. Having two children, a lot of time is spent driving them to various clubs and activities. When time permits, she enjoys keeping fit, cycling, and going to the gym.
The Financial Conduct Authority does not regulate taxation and trust advice.
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Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123