55
BULWER ROAD
BARNET
Hertfordshire
EN5 5EU
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, that is exclusively client focused. This is reflected in the fact that we currently operate from a large Edwardian residential property, without the need to resort to "flashy rented offices". You will feel at ease in our 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 our range of diverse client needs and investment portfolios.
We avoid the extra costs incurred by most other firms by not using 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.
Annually assessed by the ISO22222 standard.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.