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Slipaczek Chartered Financial Planners

To champion the interests of our existing and future clients by putting them at the heart of our family business!

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At Slipaczek Chartered Financial Planners, we pride ourselves on both our qualifications and our family ethos. As a Corporate Chartered Financial Planning practice, we are proud that 100% of our advisers also hold Chartered status, and are fellows of the Personal Finance Society, the highest professional accolade achievable, with that particular professional body. In a world where bankrupt High Street Banks continue to monopolise and take clients for granted, our clients have the peace 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 externally provided 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.

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