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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 and joined Stafford Wealth Management in December 2010 as a Paraplanner, working closely with two Financial Planning Directors to advise High Net Worth clients.

Prior to this, she spent five years working in the financial services industry in the City of 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 and is currently working towards becoming a Chartered Financial Planner.

Prior taking up her carrier 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 times permits, she enjoys keeping fit, cycling, and going to the gym.

Other contacts

Andy Bunting DipFA CeLTCI

Principal Designate (Hertford Office) & Financial Planner

Stephen Hall DipFA

Financial Planner

Simon Rees DipFA

Financial Planner & Compliance Officer

Registered in England and Wales No 1492223. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire 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.
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 9 123
www.financial-ombudsman.org.uk

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