About us

Learn more about the people who will take care of you!

It may have been true in the past, but nowadays it’s not just the ‘rich’ who need expert financial advice. As our standard of living improves, more and more people find themselves buying all kinds of financial products.

When you’re looking at your financial situation you want to know the advice you receive is well informed, up to date and unbiased. You also need to be sure that the service and support you receive throughout the whole process meets your expectations. From our friendly and personal approach, matching your needs with the ideal solution and providing prompt and professional service. You can count on more than just sound financial advice.

We will spend time with you to discuss your objectives and plans for the future. Initially we will help you plan your finances to achieve your short term goals. This means that we really need to get to know you and maintain an understanding of your medium to long term goal.

We are truly professional, and our advice is always based on your needs and particular requirements. Our relationship with our clients is not just a one off service but is an ongoing relationship to ensure that the products we arranged still suit your ever changing circumstances. One of our main roles is to keep tabs on what’s going on in the financial services market. New products emerge all the time and existing ones change constantly. So when that happens, we pass that knowledge on to our clients. It is imperative that we keep abreast of, and work within, the regulations of the Financial Conduct Authority.

Meet the team

The professionals for you!

Team member

Anna Kotanska

Company Director

Anna is a company director with experience spanning 17 years in sales, mainly in the financial services sector. She also has 7 years of experience in managing the team of managers and advisors of the biggest insurance companies in the world. She has received multiple individual and team awards. She is a postgraduate of Coaching at the University in London. She has become a coach in order to help others achieve their dreams and goals. Her life mission is to share her many years of experience, so she decided to become a Master Trainer of Structogram. It’s is an educational method that allows her to better understand and communicate with her partner, co-worker and clients. She is passionate about properties. She is an investor with a portfolio of a few properties in the UK. Anna is happily married and has two sons. She loves to discover new countries, their culture and people.

Team member

Wojciech Kotanski

Company Director
Cert CII(MP) | Mortgage Advisor

Wojciech is a company director with 6 years of experience in financial services. He is a member of the Society of Mortgage Professionals. He holds CII Level 3 certificate in mortgage advice of The Chartered Insurance Institute. He has received multiple individual awards. He has got 3 years of experience in managing the team of advisors of the largest insurance companies in the world. Wojciech is an owner of a few properties in the UK. He has got 3 years of experience in managing properties on the UK market. Privately he is married and has got 2 sons. He is passionate about a well-being of his clients. He believes that excellent service is the key to his and his clients success.

Team member

Monika Sycz

Administrator

Monika, mum of one, joined to our team in January 2019 with many years of administration experience from Poland and the UK. During time with the companies, she progressed through various roles supporting and providing technical expertise to both company and customers. As a General Director Assistant in Premier League Polish Football Club she provided secretarial and administrative support to Director, Players and Accountant. At work always courteous, professional and helpful. As she consistently seeking to learn and grow, she spends plenty of time studying and attends courses. Privately passionate about health, medicines and herbs.

Team member

Bart Bilski

Cert CII (MP) | Mortgage Advisor

Bart’s expertise in the housing and mortgage market has its beginnings in the construction industry. His employment with a leading development company gave him an insight into the inner workings of the property market. After meeting Wojtek he decided to pursue the career of a mortgage adviser. Since then, he completed all professional exams with flying colours. His qualifications include Cert CII(MP) | Mortgage Advisor certificate. The professional skills are well supported by his education in Mathematics and Statistics at UWE. His practical experience mixed with robust knowledge make him a perfect choice for anyone looking for the best mortgage advice. The sharp analytical brain with down-to-earth approach guarantees that every client gets the best service on the market.

Team member

Milena Grzesiuk

Cert CII (MP) | Mortgage Advisor

As a mortgage broker, Milena brings over 10 years of business experience in the property sector, which makes her a valuable asset to our team. As a property investor, portfolio landlord and owner of a property letting and management business, she is incredibly knowledgeable about different aspects of property buying. This allows her to offer her clients highly effective solutions and advice. A member of the Society of Mortgage Professionals and a CII Level 3 Mortgage Advisor, Milena stands out for her genuine interest in serving her clients’ needs and a keen emphasis on forming longstanding relationships with each of her clients. Whether you are a first-time buyer or an experienced landlord seeking to expand your portfolio, you can always count on her expert advice and excellent customer service to help you through every step of the process. In her spare time, Milena enjoys spending quality time with family and friends, loves keeping fit and listening to good, old rock music with a glass of fine wine.