Maggie Tsvetanova

Compliance Officer

As compliance officer, one of my key roles is completing audits to ensure clients receive suitable advice according to their needs and objectives. I am also involved in in the assessment of staff training and competence, to ensure that we always abide by the regulations, safeguarding clients and the company.

Specialisms

  • Knowledge in all areas

What's the Best Thing About Working at IFP?

Autonomy and freedom to implement my own solutions and adjust the way I work to improve efficacy without sacrificing quality of output. I value the opportunity to prioritise my own workload and solve problems by thinking outside the box, often by innovating new and exciting solutions.

Now for the personal part…tell us about you

While revising for my chartered exams, bit by bit I am also renovating my house. It appears that I’m a jack of all trades and master of none! Love DIY, very proud of the laminate floor I recently installed, reading books, crochet and I’m now hooked on bread-making and cheese-making. All in the company of Hector, my four year old rottie/mastiff cross.

Give us a fun fact

How’s this for a fun fact - I studied Japanese in school for five years, but don’t test me, that was a long time ago!

What Our Clients Think About Us

    "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

    "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

    "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs where & fulfilled all my wishes if I could give 10 stars I would."

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Looking to manage your wealth effectively? 

Informed Financial Planning invites you to an exclusive event, Wealth Management Workshop – Building & Protecting your Money, tailored for individuals who have accumulated wealth and seek clarity regarding their often-complex financial situation. Spaces are limited; however, as valued clients of Finnies Accountants, you are granted priority access
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