Get to know us better

We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client.

We understand that everyone’s different, and that’s why our financial planning approach is as individual as you. We know the financial side of life can be complex and that’s why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide quality advice services and practical pathways to help you achieve the life you want.

With us, progress means development. Financial and life planning that helps you to navigate life’s financial complications, free of financial ambiguity and safe in the knowledge that the professional team is at your side, every step of the way.

Our team are happy to meet at a day, time and location most convenient to you, with no obligation to you. These meetings are usually arranged by prior appointment.

Aga Moczynska
Aga MoczynskaDirector, Mortgage & Protection Adviser
Ela Pietrzak
Ela PietrzakMortgage & Protection Adviser
Kasia Mszanowska
Kasia MszanowskaProtection Adviser and Office Manager
Karol Sasinski
Karol SasinskiMortgage & Protection Adviser
Sylwia Pienkowska
Sylwia PienkowskaMortgage & Protection Adviser
Marcin Potasiak
Marcin PotasiakProtection Adviser
 Catherine Browne
Catherine BrowneCase Manager
Olga Slotwinska
Olga SlotwinskaCase Manager

We are here for you. Write, call or message and we’ll be happy to help.