Area of support

Insurance

First we establish what really needs protecting. Only then do we compare the scope, exclusions, sums insured and cost.

Grzegorz Rejchinbach

Financial Advisory Office

Scope of work

The key topics in this area

The final scope depends on your situation. The points below show where we most often support clients.

01

Life and health

Solutions that protect your loved ones and your budget in the event of death, illness, accident or inability to work.

02

Private medical cover

Access to private healthcare for individuals, families and employees.

03

Home and property

Protection for your home, its contents and your personal liability.

04

Motor, travel and professional liability

Policies for vehicles, travel, businesses and liability arising from your profession.

How we work

Every decision is made in the context of your whole finances

We analyse your needs, existing agreements, budget and plans. Then we compare solutions, discuss their consequences and guide you through the formalities. After implementation, we stay in touch.

See the five stages of working together

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