Slipaczek Chartered Financial Planners

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HomeAbout usTeamTestimonialsPressContacts Chartered Financial PlannersTo champion the interests of our existing and future clientsby putting them at the heart of our family businessAbout us

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.

What we advise onInvestmentsPensions and retirementHolistic Financial PlanningTax and trust planningInsurance and protectionLong term careMortgagesAuto EnrolmentContact usThe Ślipaczek Family

The firm is a family run business, serving both the local community and the rest of the UK.

This is reflected in the fact that we operate from a large Edwardian residential property and without the need to resort to «flashy rented offices». Additionally we pride ourselves in catering for the UK's many ethnic groups.

Over a quarter of a century a client bank of over 400 clients, and total assets under management of £45 Million has been established without recourse to either cold calling or direct marketing.

Filip ŚlipaczekFilip Slipaczek - Senior Partner PGS00011Having 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!Statement of Professional Standingfilip@slipaczek.proWrite meAlex ŚlipaczekAlex Ślipaczek - PartnerAFS01074

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 become the second Chartered Financial Planner within the family practice in 2018 and is also a Fellow of The PFS.

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. Since 2019, Alex has become part of the London PFS region as the membership 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!

Statement of Professional Standingalex@slipaczek.proWrite meMax ŚlipaczekMax 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.

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 of on their financial planning journey, or 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, young daughter and 5 pets! Max is a social butterfly who enjoys socialising with friends, keeping fit and watching and partaking in sport.

Statement of Professional Standingmax@slipaczek.proWrite meWhat our clients say

- I have been updating my pension investments and looking into investing our daughters investment plan too. Max was able to discern accurately the type of investment both ethically and in tens of risk that I would be happy taking on. Max has begun the process of moving the relevant funds into better performing holdings. I believe Max has given very good and up to date advice for me at this time.

Client - January - 2021

- We were looking for more focused advice on how best to invest our savings and plan for our future and the future of our children. He advised us on best ways to invest our money, best platform to use, and keeps up to date with the markets. Our investments have grown steadily even through the last couple of downturns.

Client - January - 2021

- Looking after my pension investments & in particular two transfers from old work schemes to my own private plan. Efficiently looked after the administration of the transfers & reinvestment of the funds. Yes my pension plan has achieved strong returns in 2020.

Client - November - 2020

- Helped to build up my pension and mortgage. Nothing could have been done better. Very happy with the service Max provides as always, he is very professional and very approachable. He has great people skills.

Client - October - 2020

- Was wanting to invest some money. Max was a very personable young man, extremely helpful and professional and gave me wonderful advice I would highly recommend him.

Client - October - 2020

I was looking for a trusted Financial Adviser that i could talk with openly and know that the information given to me would be of the highest quality. He helped with pensions and long term planning along with guidance around inheritance and investments. I trust his guidance and would recommend Max to anyone who was looking to secure their future arrangements.

Client - October - 2020

Over twenty five years ago, I was a self-employed Black Taxi Licence holder and needed advice re future pension planning. Filip Slipaczek has remained the adviser to my wife and me ever since. Our accountant at the time recommended Filip. Filip gave us advice re investments and savings when we retired and down-sized in 2007. With Filip's two sons now taking an active roll in the business, we hope that our association will continue.

Client - February - 2020

Following The death of my Nan, Filip guided me through the process of allocating my money into various different areas and consulted me on each of the decisions I ultimately made. The money I have invested with Filip has seen a significant increase since my first deposit. I honestly cannot fault Filip, every decision I made was done with him providing his professional and genuine opinion.

Client - December - 2019

We searched for an appropriate advisor on Vouchedfor and came across Filip, an unusual character, bit of a marmite (you either love him or you don't!) We were invited to his offices to discuss our financial future and found him to be very informative and helpful. Before meeting Filip we were not fully aware of our options as we had been ill-advised in the past, which proved to be costly. Further discussions with Filip has seen our portfolio grow over the first year. Keep up the good work!

Client - September - 2019

- 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 Ślipaczek's in the press & in the community Max Slipaczek Chartered Financial Planner, Slipaczek Chartered Financial PlannersSummary: Max Slipaczek grew up surrounded by financial advice thanks to his father, Slipaczek Chartered Financial Planners founding director Filip Slipaczek.Slipaczek family business 100% Chartered as youngest son receives recognitionFamily business Slipaczek Chartered Financial Planners now holds 100% corporate Chartered status after Chartered financial planner Max Slipaczek, the youngest Slipaczek brother, received the recognition earlier this month (August 3).Financial Adviser Hailed ‘A Hero’ By Cabinet MinisterThe founder of an IFA practice in North London has been applauded by Secretary of State Theresa Villiers for the campaigning efforts of a “three-times” qualified Chartered Financial Planner in supporting multiculturalism, whose father was a Monte Cassino veteran in Italy during World War II. These comments by the current Chipping Barnet MP came at the opening of the new office location of Barnet-based Slipaczek Chartered Financial Planners ( late this October, a family practice which was founded by Filip Slipaczek and run with his two sons, Alex and Max. First«12345»LastGet in touchWe would be delighted to hear from you.Contact us020 8449 1755enquiries@slipaczek.com2c Lytton Road, New Barnet, Hertfordshire, EN5 5BYFollow us on FacebookSend us a messageOr visit us
Chartered Financial Planners© 2021 Slipaczek

Trading as Slipaczek Chartered Financial Planners is authorised and regulated by The Financial Conduct Authority (213148)

Registered office: 2c Lytton Road, New Barnet, Hertfordshire, EN5 5BY
020 8449 1755,

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