INDEPENDENT FINANCIAL ADVISER

SANDRA
AUGUSTYNIAK

NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy.

INNOVATIVE FINANCIAL SOLUTIONS

YOUR INDEPENDENT FINANCIAL ADVISER

Meet Sandra Augustyniak, an Independent Financial Adviser with a passion for modern financial solutions and client-focused service. Since 2014, Sandra has been a part of the UK's banking and financial industry, bringing years of expertise to her role.
When Sandra isn't immersed in financial matters, you'll likely find her enjoying a swim, attending a yoga class, reading a book or hitting the open road on her Honda Rebel motorbike. She shares her life with her husband and their three cats, residing just outside Birmingham.
Sandra embraces technology to offer a seamless experience for her clients. Whether through WhatsApp, text, or virtual meetings on Teams/Zoom, she ensures smooth communication and accessibility.
At the core of Sandra's approach is a commitment to addressing your unique financial needs. Specializing in pensions and retirement planning, inheritance tax, investments, and financial protection, she provides expert guidance tailored to your goals and circumstances. Her mission is clear: to empower you to feel confident and secure in your financial decisions.
Sandra is passionate about financial education and sustainability. She believes in planning for the future, both financially and environmentally, and advocates for sustainable investments that align with your values.
With Sandra by your side, financial planning becomes more than just numbers – it's about creating a secure and sustainable future that you can feel good about! Join Sandra on your financial journey today.

“After seeing Rebecca’s work with a close friend, I was very impressed and subsequently sought her advice myself. I have an intermediate knowledge of finance and was pleased that Rebecca took that into account. She didn’t make things too simple, nor too complex. Not only could I tell she really knew her stuff, she was friendly and really approachable with any questions. Would not hesitate to use her again if I needed to.” Cathey Meredith Location – Essex, 20th September 2018

HELPING YOU TO FIGURE OUT YOUR IDEAL FINANCIAL FUTURE... LET'S GET STARTED

Book a free 20 minute discovery call where we can explore how we can help you and your unique situation. Our Client Manager Katie will be able to answer all your questions about our approach and establish if there is a good fit for working together.

Tailored Support | Bespoke Solutions | Caring Philosophy

LET'S PLAN FOR THE FUTURE LIFESTYLE YOU ARE DREAMING OF

Financial Planning For Families

Providing you with a family first approach to create a financial plan from a 360 degree lifestyle perspective to support your goals...

Financial Planning For
WOMEN

Holistic and pragmatic solutions that will help you to bring to life the financial future you've always envisaged.

Financial Planning For Entrepreneurs

If it is time for you to think about your own future strategy rather than just your business, we can help you on the journey.

NOT SURE WHERE TO START?

BOOK A DISCOVERY CALL TO EXPLORE YOUR FINANCIAL NEEDS...