Services

We don’t start with a product. We start with your goal and the consequences of the decision.

Our work brings together financing, protection, building capital and the needs of business owners, so that individual decisions can add up to a coherent plan.

Grzegorz Rejchinbach

Financial Advisory Office

Four areas

Support matched to your stage of life and business

Each area can work on its own, but the greatest value comes from seeing how they affect one another.

01

Loans and financing

You are buying a property, planning an investment or want to check whether your current commitments could be arranged more cheaply.

  • Mortgages
  • Personal loans
  • Refinancing and consolidation
  • Business financing
See details
02

Insurance

You want to know what would really happen to your family’s or your company’s budget if health, income or property were lost.

  • Life and health
  • Private medical cover
  • Home and property
  • Motor, travel and professional liability
See details
03

Savings, investments and retirement

You put money aside, but without a plan — or you have a plan made years ago that nobody has revisited since.

  • Regular saving
  • Retirement solutions
  • Funds and other investment solutions
  • A multi-goal plan
See details
04

Business support

You run a business and financial matters are scattered between the bank, the accountant and day-to-day operations.

  • Growth financing
  • Optimising commitments
  • Protecting owners and the team
  • Succession and specialist support
See details

How we recommend

Transparency before any decision

01

Context

We assess how a solution affects your whole budget and your other goals.

02

Comparison

We discuss the available options, their costs, limitations and risks.

03

Understanding

You should understand a recommendation before it is put in place.

04

Care

We revisit the solution when your situation or the market changes.

Not sure which area?

Let’s start by putting the topic in order.

You don’t need to know the solution. The first conversation is about naming the situation and pointing to possible directions.

Contact

Let’s discuss your situation.

We can start by phone, by email or with a meeting. The first conversation is about understanding your situation and agreeing a good next step — booking it takes about a minute.

At this first stage, please don’t send details of your income or debts, document numbers or attachments. We will agree a secure way to share documents later.

No-obligation conversation

Let’s start with what matters most right now.

About 60–90 seconds

Five short steps help us prepare for the conversation. Please don’t include sensitive financial details or documents in the form.

  1. Type of matter
  2. Your situation
  3. How to reach you
  4. Contact details
  5. Summary
You can go back to any previous step and change your answers.
  • No-obligation conversation
  • Reply in the way you choose
  • Details used only to reply