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Chartered Financial Planners
To champion the interests of our existing and future clients by putting them at the heart of our family business
About us

At Slipaczek Chartered Financial Planners, we pride ourselves on both our qualifications and our family ethos. In a world where bankrupt High Street Banks continue to monopolise and take clients for granted, our clients have the piece of mind that they are dealing with a family business, who truly care about their clients.

We offer an extremely competitively priced holistic financial planning service, which is exclusively client focused. As a result of shrewd family financial planning, and an ever expanding family business, we have now relocated locally to our new purchased office premises. You will still feel at ease in our new family environment.

Being both independent and whole of market, we offer the most up to date technological solutions to a clients holistic financial planning needs. We uniquely use 6 platforms that cater for a range of diverse clients, with differing needs and financial planning requirements.

We avoid the extra costs incurred by most other firms as we refuse to use model portfolios and Discretionary Fund Managers, which we feel give no added value. Our client portfolios are uniquely built in-house as we offer a bespoke fund picking service. Within our hand picked portfolios, we offer ethical investing, inclusive of political, moral and religious observance.

What we advise on
Investments
Pensions and retirement
Holistic Financial Planning
Tax and trust planning
Insurance and protection
Long term care
Mortgages
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The Ślipaczek Family
Filip Ślipaczek
  • Filip Slipaczek - Senior Partner
  • PGS00011
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 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 Ślipaczek
  • Alex Ślipaczek - Partner
  • AFS01074

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. Having graduated with an MA (Hons) In Finance from the University of Aberdeen in 2011, Alex has now become the second Chartered Financial Planner within the family practice, he is also a Fellow of The PFS.

Alex has recently been 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. Since 2019, Alex has become part of the London PFS region as a committee support officer in a pro bono capacity. In addition to this role, he has been tasked with mentoring other students to obtain Chartered and Fellowship status, this he does 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 fiancé and cat!

Max Ślipaczek
  • Max Ślipaczek - Partner
  • MRS01316
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.

Whilst nearing Chartered status, Max already holds the level 4 benchmark qualification to give overall holistic financial advice (DipPFS). Max is the perfect adviser to speak with for those young professionals just starting off on their Financial Planning Journey and want to gain a foothold and grow with our family business.

Outside of work, Max lives with his wife and 5 pets! Max is a social butterfly who enjoys socialising with friends, keeping fit and watching and partaking in sport.
What our clients say

- Filip has absolutely achieved everything I had hoped for. My funds are now well organised and performing well. The platform I am using is a low cost efficient solution that allows me to monitor all of my investments. Filip frequently changes the investments within my portfolio to ensure that they are performing well. Filip is an outgoing personality and somewhat of an extrovert. I very much enjoy my engagement with him but some people might not appreciate his direct and honest manner. If your priority is someone who always tells you what you want to hear the way you want to hear it then he is not your man. If you want someone who will challenge you and your assumptions, giving you plenty of food for though then he is the right advisor for you.

Client - July 2019

- Our finances were a complicated and confusing muddle and we needed someone who we felt we could trust to guide us through the muddle and help us make the right choices whilst charging a fair and transparent price.
He was brilliant in that he listened to what we needed and then having sorted out the muddle came to an action plan that was simple and clear with our short and long term goals met. He was also generous with his knowledge and experience educating us as we went leaving us feeling empowered and in control.
Our finances are now sorted and we can relax and get on with other things. Filip was extremely efficient in doing what need to be done and made himself very available to us in the process. Things are now beginning to tick over with money coming in but we still feel able to contact him at any time with any queries we might have. Than you so much Filip, Max and Alex.

Client - June 2019
- Considered and relevant advice that showed a clear understanding of my requirements plus an objectiveness that demonstrated he was operating with my interests at heart. For example, I was initially looking to also move a cash ISA onto the platform but Filip steered me away from this (despite this reducing the business that I was bringing to him) as he illustrated to me how it would not be in my best interests at this stage.He also looked past my replatforming requirements and offered advice on peripheral financial matters not moving across, for example, advising me to check that certain products not moving had been written in trust.
 
It's early days in our business relationship but I am very happy with the way that things have progressed so far and have every confidence that it will continue in that way.I was also impressed with the Practice's operating model, i.e.: that Filip's sons Alex and Max are also part of the Practice. This gives a feeling of continuity and that I'll be able to continue with retirement planning long into the years when I'm actually using the pension I'm currently building!
Client - October 2018

Having reviewed our financial position with us Filip provided clear advice on suitable alternatives to holding all of our savings in cash. He took pains to establish with us our needs and aims and, most importantly, explained both the rationale underpinning his advice and his proposed charges clearly and succinctly.

Client - September 2018

Filip's approach was professional, personable and open. His background and knowledge is of the highest calibre and the company's plans for the future are practicable and considerate of clients aiming at long-term investment. There is nothing Filip could have done better that comes to mind.

Client - September - 2018

He found a platform that could bring them all under one system which would also handle any other investments and savings. After completing his investigation into the pensions some were not moved as he advised that it would risk loosing benefits.He has kept me informed through the process with regular updates until the process was complete.

Client - September - 2018

- He explained everything clearly, honestly and fully His knowledge and practical approach make us feel comfortable and confident of his managing our financial future. He considered ethical, personal and religious sensibilities in his advice.

Client - September - 2018

- Required better management of my pension; Filip Slipaczek came highly recommended by long standing colleagues. I have not been disappointed so far by Filip's professionalism, guidance and advice.

Client - May - 2018

- Filip and Max were both very helpful and made everything easy to understand. The advice they provided was clear without any hard selling or pressure. They arranged my pension and ISA transfer which ran very smoothly.

Client - March - 2018
Ślipaczek's in the press & in the community
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We would be delighted to hear from you.
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020 8449 1755
2c Lytton Road, New Barnet, Hertfordshire, EN5 5BY
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