Call: 01539 561901

Urszula Nowak - Director

Favourite quote
"Hard work beats talent when talent fails to work hard."

Aim
To provide advice to individuals who require assistance in managing their finances and to tailor our bespoke services to fit each unique clients’ needs and aspirations.

My Role
To provide advice to clients, participate in developing investment and financial planning strategies as part of RDB’s Investment Committee.

My Credentials/Background
I joined RDBIFS in September 2013. Prior to that, after graduating with a BA in Public Administration from a university in Poland, I decided to start my new life here in Kendal. Since then I have qualified through Kendal College with AAT level 4 Diploma in Accounting and in 2018, I completed the Diploma in Regulated Financial Planning and I am currently working towards Chartered Financial Planner status with the CII.

My Archetype
According to an online quiz I am 60% intellectual, 30% athlete and 10% caregiver, which means that I am most concerned with gaining as much information as possible and I  live by the slogan “knowledge is power”.

What do I like best about RDB
The variability of my job ensures that no day is like any other. We provide financial planning strategies to clients, trusts and companies and each case presents unique challenges.

Top 3 favourite Books
•    1984 by George Orwell
•    Persuasion by Jane Austen
•    Drive: The Surprising Truth About What Motivates Us by Daniel H. Pink

Hobbies & Interests
    •    Fell walking, Running, Going to the gym
    •    Holidays with my partner
    •    Reading