Dasa Medvecka
Chartered Financial Planner (CII) in Brighton & Hove
A little bit about Dasa
As a Chartered Financial Planner based in Brighton and Hove, I bring extensive expertise in helping clients navigate all aspects of their financial planning.
My tailored approach ensures you receive clear, strategic guidance across key areas, including:
- Protecting Your Family: Safeguarding what matters most with comprehensive protection solutions.
- Saving for the Future: Building and growing your wealth to achieve your long-term goals.
- Leaving a Legacy: Ensuring your loved ones are cared for and your wishes are fulfilled.
Start the conversation
Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today
Tackle tax year end with confidence
Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities - equating to millions of pounds a year.1
In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.
I can go through your financial position with you, so you’re ready for tax year end on 5 April. Did you know, for instance, that only 1 in 7 savers fully use their ISA?2 Or that you could be one of the 2m couples3 who aren’t making the most of their marriage allowance?
Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review, or a cashflow modelling session to understand your financial position better.
For ISAs, Investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.
2 Source: https://ifamagazine.com/just-one-in-seven-brits-use-their-full-isa-allowance-survey-shows/
3 Source: https://moneyweek.com/personal-finance/605717/marriage-tax-allowance
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 17 December 2024.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Mortgage
First time buyers, remortgages, buy-to-let.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Chartered Financial Planner
- 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the Advanced Diploma course, 5 years of industry experience is also required before the status can be awarded.
Certificate in Mortgage Advice and Equity Release
- The Level 3 Certificate in Mortgage Advice and Equity Release meets the FCA standards for mortgage advisers and those advising on equity release schemes.
Award in Long Term Care Insurance
- Develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
Dasa's location
Brighton and Hove
Sussex
United Kingdom
Dasa offers expert financial advice to suit your needs, covering Sussex and surrounding areas.
I became a financial adviser because I believe everyone deserves access to clear, honest, and personalised financial advice. Having experienced the importance of making informed financial decisions in my own life, I understand the value of strong, trusted relationships with people who genuinely care about your success and well-being.
This passion drives me to help clients navigate one of life’s most complex but essential areas—financial planning. Many people are doing better than they think but are hesitant to take that first step. That’s where I step in. By taking the time to understand your unique situation and goals, I can help you prioritise what truly matters and create a bespoke plan to achieve your objectives.
Whether you’re looking for clarity about your current financial position or seeking a fresh perspective on your future plans, I’m here to offer guidance, reassurance, and actionable solutions to help you succeed. Together, we’ll turn uncertainty into confidence, and aspirations into achievements.
Let’s start building your financial future today.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.