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.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
