Medvecka Financial Planning

Dasa is a straight talking, model professional who can easily break down financial jargon. I've always found her to be extremely helpful with any queries I have had and she always has time to talk over my financial future. I would highly recommend her advice to family and friends.

I thought I understood most financial products, tax allowances and laws. I'd never had the patience to ask a financial adviser to look at it for me because I felt confident that the overall direction of my decisions was about right; of course there might be twiddly bits to correct but nothing significant enough for a proper adviser to look at. I had a coffee with Dasa, who was patient with me and listened, kind even and sounding approving of the moves I had made. Less than 20 minutes after she asked the first gentle question, it became clear that my understanding of several big issues had been lacking and it made a a real financial difference to my thinking. So thank-you Dasa; trusts are not what I thought they were, the balance point between CGT and IHT is not what I thought it was and nor is the balance point between pension saving and ISA saving, the tax allowances to budget on when you have an international marriage are very different and using extra property as an old-age income is nothing like the great idea I thought it was. Apart from that, everything's fine! So, now that you've explained tings I can plan again but this time with better and more reliable results for my wife and son. Phew!

I have used Dasa on a number of occasions for my pension and other investments.I find her knowledgeable, efficient and easy to work with.I would recommend her services to anyone in need of such a service.

I recently had the pleasure of working with an outstanding financial planner and I couldn't be happier with the results. From start to finish, their service was impeccable, and I wholeheartedly recommend their expertise to anyone seeking top-notch financial planning assistance.

Medvecka financial planning services were amazing, she helped me do everything I needed to do and more. She helped me plan ahead and sort my finances out. If I could give her more then 5* starts I would. Thank you so much.