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Magda Furman M.A., DipFA

Financial Planner

Magda joined Perspective (East Anglia) Ltd as a Financial Planner in March 2022 from an acquisition of Stafford Wealth Management in Hertford.

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.

Madga Furman

Telephone

01992 501601

Based

Hertford Office

The Red House
Bluecoats
Hertford
Hertfordshire
SG14 1AX

Telephone: 01992 501601

Perspective (East Anglia) Ltd, Registered in England and Wales No 1492223. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (East Anglia) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (East Anglia) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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

www.financial-ombudsman.org.uk