Provision of investment, pension, IHT and protection advice.

I provide pension, investment and inheritance tax planning advice

Decisions around our pension, investment and inheritance tax planning are never easy and I am here to help my clients navigate through the maze of investment choices and tax rules to achieve their long-term goals.I joined The Wilcox Young Partnership, a local independent financial adviser firm, so that I can choose from solutions available from different providers across the whole of the market.The firm has been established for over 35 years and provides a co-ordinated approach to financial services to meet the individual needs of our clients. We use our considerable knowledge and skills, working alongside other professional advisers such as solicitors and accountants, to deliver a highly personal service tailored to meet the client’s financial aspirations and objectives.Please feel free to connect with me on LinkedIn or email me at lidia.kowalska@wilcoxyoung.co.uk or call me on 07895 062257. Also please see The Wilcox Young Partnership website below:The value of investments may fall as well as rise. You may get back less than you originally invested.

· Provision of mortgage, home insurance and life assurance advice· Provision of high quality and compliant service· Business development· Making sure that all customers needs are met through referals to other branch members

· Business development trough outbound telephony and branch referrals · Provision of mortgage, home insurance and life assurance advice · Achievement of sales targets whilst providing quality and compliant service· 1st level underwriting and mortgage administration· Making sure that cross sales opportunities are maximized for myself and other branch colleagues

· Selling home insurance over the phone· Adherence to internal sales and service policy at all times· Achievement of sales targets whilst providing quality and compliant customer service

· Provision of market research and intelligence with a focus on mortgages· Coordination of product launches including sign-off of literature and website changes · Preparation and analysis of MI reports such as application, completion, retention and redemption reports

· Selling new products to existing customers over the telephone · Adherence to internal sales and service policy at all times· Achievement of sales targets whilst providing quality service

· Preparation of documents on demand such as redemption statements· Closing customers’ accounts and handling title deeds requests