Wilcox Young has appointed Independent Financial Adviser Lidia Kowalska.
She joins from Millfield Wealth Management, a Partner Practice of St James’s Place.
After graduating from university with a BSc degree in Economics, Kowalska started work in financial services and has been providing financial advice for over 13 years. Prior to working at Millfield, she worked as a Mortgage and Protection Adviser at HSBC and Lloyds Banking Group.
Kowalska said: “Decisions around our pension, investment and inheritance tax planning are never easy. My role is to help my clients navigate through the maze of investment choices and tax rules so that they can achieve their goals – for themselves and for their families.
“It is great to be working and living with my family in such a beautiful part of the country. I am looking forward to working with the Wilcox Young team and supporting our clients with their financial decisions.”
Dan Weldon, Director at Wilcox Young, added: “We are delighted to have Lidia join our team at Wilcox Young. Lidia brings with her a wealth of experience from within the financial services sector. Together with her focus on providing the highest standards of tailored financial advice, she is a great asset to our team.”
