Magdalena McLaughlin
Independent Financial Adviser, Furnley House
Magdalena McLaughlin, originally from Poland and a resident of Leicester for 18 years, has over 12 years of experience in the financial services industry.
Magdalena has a Diploma Level 4 qualification. Her pursuit of continuous improvement is reflected in her progress toward Chartered status, having completed AF5, AF1, and J02 exams. Magdalena is also a STEP Affiliate Member, and is working to further specialise in IHT, Trust, and Estate Planning.
In her role at Furnley House, Magdalena finds great satisfaction in meeting clients and assisting them with their financial matters. Her passion lies in helping clients plan for the future and navigate complex financial situations.
Magdalena's proficiency in her role is underlined by her dedication to communication, teamwork, and forming effective client relationships.
Outside of her role, Magdalena embraces an active lifestyle, with skiing, ice skating, and running as her big passions.
Reviews
Magdalena was very good she explained it so I could understand
Valerie
March, 2024
Good introductory meeting and good advice following initial review.
Robert
March, 2024
Magdalena has assessed my personal pensions and has worked out a plan so I can use drawdown to fund my retirement.
David
November, 2023