Dasa Medvecka

Dasa Medvecka

Financial Planner

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West Sussex

About me

I started advising, because I genuinely believe that everybody deserves financial advice, and I wanted to offer the service unencumbered. As a mother and main bread-winner, I understand the need to have strong, trusted relationships with people who want the best for you, and want you to succeed. My passion for financial advice, and desire to help people, enable me to build strong relationships with my clients and those I meet, to help them at the very least, plan through one of the most challenging areas of their life.

Most individuals are doing better than they realise, but are too afraid to check, but by spending some time understanding their position and building a strong connection, I help them prioritise what is important in their life, and build a bespoke plan to help them achieve their objectives.

Whether you simply want to understand your current position, get a second opinion on how best to move forward, I want to provide a service to help you succeed, or at the very least appreciate and be reassured of where you are.

My details

I like helping people on:

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Being a Single Mum

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Being a Mum

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Health

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Inheritance planning

My qualifications:

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Diploma in Financial Planning

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Certificate in Mortgage Advice

My charging model:

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Ongoing % fee