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.
Filip Slipaczek Chartered Financial Planner
Rt Hon The Lord David Blunkett
Rt Hon The Lord Eric Pickles
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.
Iam 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 financialplanners.
In 2008, I was invited onto the board of TheInstitute of PolishJewish Studies, where
I currently hold the position of media officer. In 2014, I was awarded The Silver Cross
ofMerit by the Polish president for my work in the field of PolishJewish 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
»Senior Partner: Filip Slipaczek
»Partner: Alex Slipaczek
»Partner: Max Slipaczek
»Founded in 1996
»Based in New Barnet, North
»Services: Chartered financial
»No. of employees: 3
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
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 familybusiness.
Alex’s CII gradation as
a Chartered Financial
Planner and a Fellow
of the Personal Finance
investment is no
longer within the
domain of the
lefties of the
1960s. In 2008,
within a decade,
investing will be
Rt Hon Kwasi Kwarteng's Foreword For The Parliamentary Review
This year’s Parliamentary Review reflects on a tumultuous and extraordinary year, globally and nationally. As well as being an MP, I am a keen student of history, and I am conscious that 2020 would mark the end of an era. It will be remembered as the year in which we concluded Brexit negotiations and finally left the European Union. Above all, it will be remembered as the year of Covid-19.
In our fight against the pandemic, I am delighted that our vaccination programme is beginning to turn the tide – and I pay tribute to the British businesses, scientists and all those who have helped us to achieve this. But the virus has dealt enormous damage, and we now have a duty to rebuild our economy.
We must ensure that businesses are protected. We have made more than £350 billion available to that end, with grants, business rates relief and our furlough scheme supporting more than 11 million people and jobs in every corner of the country, maintaining livelihoods while easing the pressure on employers. The next step is to work with business to build back better and greener, putting the net zero carbon challenge at the heart of our recovery. This is a complex undertaking, but one which I hope will be recognised as a once in a lifetime opportunity.
Through the prime minister’s ten point plan for a green industrial revolution, we can level up every region of the UK, supporting 250,000 green jobs while we accelerate our progress towards net zero carbon emissions.
With our commitment to raise R&D spending to 2.4% of GDP and the creation of the Advanced Research & Invention Agency, we are empowering our fantastic researchers to take on groundbreaking research, delivering funding with flexibility and speed. With this approach, innovators will be able to work with our traditional industrial heartlands to explore new technologies, and design and manufacture the products on which the future will be built – ready for export around the globe.
And I believe trade will flourish. We are a leading nation in the fight against climate change. As the host of COP26 this year, we have an incredible opportunity to market our low-carbon products and expertise. Our departure from the EU gives us the chance to be a champion of truly global free trade; we have already signed trade deals with more than 60 countries around the world.
As we turn the page and leave 2020 behind, I am excited about the new chapter which Britain is now writing for itself, and for the opportunities which lie ahead of us.