Having graduated from The University of Lancaster in 1980, Filip had an extensive career in the world of Retail Management, Building Societies, Banking, Foreign Exchange, Capital Markets and now Financial Services. After setting up the business in 1996 (directly authorised in 2003) Filip qualified as one of the UK's first ever Chartered Financial Planners in 2005. Whilst also holding Chartered qualifications in both Banking and Insurance, he is uniquely "3 times Chartered" at level 6 and is also a Fellow of The PFS. Filip also became SOLLA accredited in 2021.

Filip is assessed annually by the ISO 22222 standard, which he has held since 2011 with 'no room for improvement'. Filip has one of the highest ratings and number of recommendations of any UK adviser on VouchedFor and was recently featured in The Saturday Times, now having the highest number of recommendations of any adviser in London or Greater London.

Outside of work, Filip takes pride in presenting the profession in the highest esteem, promoting parliamentary events and engaging in numerous charitable and interfaith pursuits. On a pro bono basis, Filip is the Media Officer of the Institute of Polish Jewish Studies, Patron of the interfaith charity Faith Matters and a Trustee of The UK committee for the preservation of the Mount of Olives.

Filip holds a civic award from Barnet Council and was recognised by the Polish President in 2014 with the Silver Cross of Merit.

Filip also enjoys Cross Country Skiing, Hiking, Real Ale Beer and his extensive wardrobe!

Alex is from the ’new breed’ of Financial Planners, who as a graduate, has chosen to become a Financial Planner, and studied a relevant degree in the same field. Prior to joining the practice, Alex benefited from work placements in a number of relevant areas, including an International bank, a Building Society and a platform research company. Alex graduated with an MA (Hons) in Finance from the University of Aberdeen in 2011. He became the second Chartered Financial Planner within the family practice in 2018 and is also a Fellow of The PFS. Alex also became SOLLA accredited in 2023.

Alex was previously featured in New Model Adviser’s Top 35 Next Generation Advisers 2018.

During his time at University, Alex completed a dissertation on Investment Platforms. Alex has extensive knowledge in this area. Having originally started in the practice as a Paraplanner, to this day, Alex still maintains this role whilst juggling this with his Financial Planner duties.

Alex is assessed annually by the ISO 22222 standard, which he has held since 2016. Alex was previously part of the London PFS region as the membership officer in a pro bono capacity. In addition to this role, he had been tasked with mentoring other students to obtain Chartered and Fellowship status, this he did through the Insurance Institute of London.

Outside of work, Alex is a big sports fan, and follows Barnet FC, Boxing and Tennis. Alex lives locally in Hertfordshire with his wife, daughter and cat!

Max, another 'new breed' Financial Planner, graduated in 2013, with a 2:1 BSc (Hons) in Marketing & Finance from The University of Essex. Having taken a year out after graduating, where he was involved in student politics as a Vice President of The University of Essex Students' Union. Max joined the practice on a full time basis in 2014. Having originally specialised in Mortgages, Max uniquely holds the Advanced Mortgage Qualification. Max also became SOLLA accredited in 2023.

As of August 2020, Max obtained his Chartered Financial Planning status, and is also a Fellow of The PFS. Max is the perfect adviser to speak to for those young professionals starting off on their financial planning journey, or for those investors who want to consolidate their pensions/investments so that they are professionally managed.

Max was featured in the highly prestigious New Model Adviser’s, Top 35 Next Generation Advisers 2020.

Outside of work, Max lives with his wife, 2 young children (who take up all his time and energy!) and 5 pets! Max follows football and supports Southampton FC.