Dasa Medvecka
APFS, Cert CII (MP&ER)
I'm a Chartered Financial Planner dedicated to helping individuals and families achieve their financial goals. With a passion for financial education and personalised planning, I provide expert guidance to empower my clients to make informed decisions and build a secure financial future.
Whether you're planning for retirement, saving for your children's education, or seeking to grow and protect your wealth, I'm here to provide tailored solutions and ongoing support every step of the way. Let's work together to turn your financial aspirations into reality.
About
My qualifications are in Mathematics with accountancy being my strong point. I am qualified to advise on the UK tax system, Pension Planning, IHT, Later Life Care, Mortgages, Life and Health Protection as well as savings and investment planning.
I focus on giving holistic advice which includes challenging the HMRC’s understanding of their own rules as they apply to my clients.
Saving starts with keeping more of your money.
The thing to remember is that no two individuals or cases are identical no matter who tells you they are.
Personal Financial Planning means just that. It’s personal.
We are all individual. With individual objectives and needs. All types of people in all life stages need advice.
For this reason and in these most challenging times I have made the bold decision to start my own advisory firm.
My clients need advice be they starting their working lives, getting their first mortgage, starting a family or been there done that. Now it’s time to ensure they maintain a comfortable lifestyle and pass on as much of their wealth to those they love.
No matter where on the life cycle you are or how you make your living Medvecka financial services is here to offer advice to anybody looking to keep more of their hard earned income be they employed, self employed or owner director of a limited company. In particular the self made entrepreneur.
No one person has a monopoly on good ideas. So take no one persons advice is our motto.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 10/05/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
