Magda joined Perspective (East Anglia) Ltd as a Financial Planner in March 2022 from an acquisition of Stafford Wealth Management in Hertford.
Magda has more than 17 years’ 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. Prior to 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.