Filip Slipaczek Chartered Financial Planner

A Message from Lord Pickles and Lord Blunkett, followed by Filip Slipaczek Chartered Financial Planner's best practice article

The ability to listen and learn from one another has always been vital in parliament, in business and in most aspects of daily life. But at this particular moment in time, as national and global events continue to reiterate, it is uncommonly crucial that we forge new channels of communication and reinforce existing ones. The following article from Filip Slipaczek Chartered Financial Planner is an attempt to do just that. We would welcome your thoughts on this or any other Parliamentary Review article.

Blunkett signature Rt Hon The Lord David Blunkett, MP
Pickles signature Rt Hon The Lord Eric Pickles, MP

www.slipaczek.com

THE PARLIAMENTARY REVIEW
Highlighting best practice
32 | SLIPACZEK CHARTERED FINANCIAL PLANNERS
Senior Partner Filip Slipaczek
Filip Slipaczek is a Senior Partner at Slipaczek Chartered Financial
Planners, alongside his two sons Alex and Max. Having founded
the business in 1996, Filip soon transitioned from being a sole
practitioner and now manages the successful family-run firm.
Despite his modest upbringing, Filip has been able to evolve the
business and forge a place for it in the modern financial world.
With the help of his sons, Filip is taking innovative measures
that will allow it to continue to compete in the future.
I grew up on a council estate in Winchester in the 1960s to a Polish father and
an Irish mother. At the time I felt no different to the other children on the council
estate: I spoke the same language and I had the same skin colour. At the age
of four, however, I was told I did not belong here and this was a life-changing
moment; I can still remember running home to my mother for an explanation.
Sadly, this experience of racial discrimination, bullying and physical abuse continued
through primary and secondary modern school in Winchester.
My father was a Second World War Monte Cassino veteran, and this experience
instilled in me the need to excel, outperform the indigenous population in
examination success and demonstrate a stronger work ethic. Despite failing my
11-plus, I was the only pupil in my year at secondary modern to graduate from
a traditional university – Lancaster, where I graduated with a degree in politics.
During the 1980s, I gathered experience in a number of graduate management
schemes in the fields of retail, building societies and banking.
In 1996, I established the precursor of the family firm as a sole practitioner. I completed
professional studies with The Chartered Institute of Bankers and The Chartered
Institute of Insurance, and became one of the first Chartered Financial Planners.
Iam now uniquely Chartered by examination in three professions and I also hold
the ISO 22222 certification with distinction.
Giving back to the community
The new millennium brought a change in direction and I decided it was time to give
back to the community. In 2001, I was elected as a Director of The Society of Financial
Advisers and began serving on the board in a pro bono capacity. During that period,
I oversaw the merger with The Life Assurance Association, forming The Personal
Finance Society and the introduction of Chartered status for financialplanners.
In 2008, I was invited onto the board of TheInstitute of PolishJewish Studies, where
I currently hold the position of media officer. In 2014, I was awarded The Silver Cross
ofMerit by the Polish president for my work in the field of PolishJewish dialogue.
Despite the pride I take in my Polish heritage, my interest also diverges into other
areas of interfaith and intercommunity relations. I am a patron of Faith Matters, the
AT A GLANCE
SLIPACZEK CHARTERED
FINANCIAL PLANNERS
»Senior Partner: Filip Slipaczek
»Partner: Alex Slipaczek
»Partner: Max Slipaczek
»Founded in 1996
»Based in New Barnet, North
London
»Services: Chartered financial
planners
»No. of employees: 3
Slipaczek Chartered
Financial Planners
33SLIPACZEK CHARTERED FINANCIAL PLANNERS |
BEST PRACTICE REPRESENTATIVE 2019
UK’s leading interfaith charity since
2014, and I am a trustee for the UK
Committee for the Preservation of The
Mount of Olives. I am also a member of
The Rotary Club of London and a proud
Freemason. In November 2018, I was
featured in “My Londyn”, a City Hall
event and publication, and as one of
the top leading London Poles.
Evolving the family practice
Slipaczek Chartered Financial Planners
has evolved from a sole practitioner
into a Chartered firm. My son Alex,
who received an MA in Finance from
The University of Aberdeen, joined the
firm in 2012 and recently achieved
Chartered status and became a Fellow
of the Personal Finance Society (PFS).
Max, my second son, was the past Vice
President of The University of Essex
Student Union and graduated with a
2:1 in Marketing and Finance. He joined
the practice in 2014 and is nearing
Chartered status, while both are ISO
22222 accredited. Our practice is one of
very few financial planning firms in the
UK where two siblings have followed
their parent into retail financial services.
At Slipaczek Chartered Financial
Planners, we offer a competitively
priced, holistic financial planning
service that is exclusively client focused.
Currently, we operate from a large
Edwardian residential property. We are
soon to purchase new office premises
locally in Barnet, as a result of our
organic expansion.
Unlike most of our competitors,
we take a zero-tolerance approach
towards sales targets. Both Alex
and Max were remunerated during
their initial period of employment by
examination success. Unsurprisingly,
we have the second highest number
of client recommendations of any
financial planning firm in all of London
on the UK’s leading professional search
engine, VouchedFor. With over 400
clients and funds under management
of around £50 million, we do not need
to solicit business by either cold calling
or direct marketing. Notwithstanding,
we are always happy to be approached
by potential new clients.
We offer the most up-to-date
technological solutions, which are
carefully tailored to meet a client’s
holistic financial planning needs. The
main business is wealth management,
and uniquely, we use six investment
platforms to suit the individual
requirements of the current and future
diverse client base. Furthermore, we
have a custom-made fund-picking
service available for the discerning client,
while we also offer ethical investing.
Ethical investment is no longer within the
domain of the lentil-chewing, sandal-
wearing lefties of the 1960s. In 2008, I
predicted that within a decade, people’s
attitude towards ethical investing will be
of equal importance as their attitude to
risk. We avoid model portfolios and the
additional costs of discretionary fund
managers (DFMs) and we take pride in
presenting the profession in the highest
esteem, promoting parliamentary
events and engaging in numerous
charitable and interfaith pursuits.
At Slipaczek Chartered Financial
Planners we have the following motto:
to champion the interests of our existing
and future clients by putting them at
the heart of our familybusiness.
Slipaczeks attending
Alex’s CII gradation as
a Chartered Financial
Planner and a Fellow
of the Personal Finance
Society
Ethical
investment is no
longer within the
domain of the
lentil-chewing,
sandal-wearing
lefties of the
1960s. In 2008,
Ipredicted that
within a decade,
people’s attitude
towards ethical
investing will be
of equal
importance as
their attitude
torisk

www.slipaczek.com

This article was sponsored by Filip Slipaczek Chartered Financial Planner. The Parliamentary Review is wholly funded by the representatives who write for it. The publication in which this article originally appeared contained the following foreword from The Rt Hon Theresa May MP.

The Rt Hon Theresa May MP's Foreword For The Parliamentary Review

By The Rt Hon Theresa May MP

This foreword from the then Prime Minister appeared in the 2018/19 Parliamentary Review.

British politics provides ample material for analysis in the pages of The Parliamentary Review. For Her Majesty’s Government, our task in the year ahead is clear: to achieve the best Brexit deal for Britain and to carry on our work to build a more prosperous and united country – one that truly works for everyone. 

The right Brexit deal will not be sufficient on its own to secure a more prosperous future for Britain. We also need to ensure that our economy is ready for what tomorrow will bring. Our Modern Industrial Strategy is our plan to do that. It means Government stepping up to secure the foundations of our productivity: providing an education system that delivers the skills our economy needs, improving school standards and transforming technical education; delivering infrastructure for growth; ensuring people have the homes they need in the places they want to live. It is all about taking action for the long-term that will pay dividends in the future.

But it also goes beyond that. Government, the private sector and academia working together as strategic partners achieve far more than we could separately. That is why we have set an ambitious goal of lifting UK public and private research and development investment to 2.4 per cent of GDP by 2027. It is why we are developing four Grand Challenges, the big drivers of social and economic change in the world today: harnessing artificial intelligence and the data revolution; leading in changes to the future of mobility; meeting the challenges of our ageing society; and driving ahead the revolution in clean growth. By focusing our efforts on making the most of these areas of enormous potential, we can develop new exports, grow new industries and create more good jobs in every part of our country.

Years of hard work and sacrifice from the British people have got our deficit down by over three quarters. We are building on this success by taking a balanced approach to public spending. We are continuing to deal with our debts, so that our economy can remain strong and we can protect people’s jobs, and at the same time we are investing in vital public services, like our NHS. We have set out plans to increase NHS funding annually by an average by 3.4 percent in real terms: that is £394 million a week more. In return, the NHS will produce a ten-year plan, led by doctors and nurses, to eliminate waste and improve patient care.

I believe that Britain can look to the future with confidence. We are leaving the EU and setting a new course for prosperity as a global trading nation. We have a Modern Industrial Strategy that is strengthening the foundations of our economy and helping us to seize the opportunities of the future. We are investing in the public services we all rely on and helping them to grow and improve. Building on our country’s great strengths – our world-class universities and researchers, our excellent services sector, our cutting edge manufacturers, our vibrant creative industries, our dedicated public servants – we can look towards a new decade that is ripe with possibility. The government I lead is doing all it can to make that brighter future a reality for everyone in our country. 

British politics provides ample material for analysis in the pages of The Parliamentary Review 
The Rt Hon Theresa May MP
Prime Minister