Kasia Robuta
Kasia Robuta
Chartered Financial Planner
Kasia Robuta
Chartered Financial Planner
Liverpool
As a Chartered Financial Planner I work with our clients to determine and achieve their financial goals in the areas of wealth protection, retirement planning, estate planning and investment planning. I take a holistic view of our clients' finances and develop a tailored roadmap for their success. I do so by helping them to make informed decisions, which starts with demystifying industry jargon and clearly explaining the options that are available. I also work closely with other professionals such as Investment Managers, Solicitors and Accountants to provide an all-encompassing, robust advice.
As a Chartered Financial Planner I work with our clients to determine and achieve their financial goals in the areas of wealth protection, retirement planning, estate planning and investment planning. I take a holistic view of our clients' finances and develop a tailored roadmap for their success. I do so by helping them to make informed decisions, which starts with demystifying industry jargon and clearly explaining the options that are available. I also work closely with other professionals such as Investment Managers, Solicitors and Accountants to provide an all-encompassing, robust advice.