Magda is responsible for creating draft financial plans in preparation for client planning meetings. She is also responsible for Suitability Report writing, and all product and taxation research.
Magda holds a Master’s Degree in Law, The level 4 Diploma in Professional Financial Advice, The Certificate in Paraplanning as well as CeFA and CeMAP.
Prior to joining us, Magda spent five years in the financial services industry in the City of London where she gained a wide range of experience in many elements of personal financial planning.
Outside of work, Magda enjoys reading, listening to music and spending time with family and friends.