Our Story
Welcome to Reffiness Limited, where the story of financial empowerment and success begins. Our journey is one of passion, expertise, and unwavering commitment to our clients' financial dreams.
Our story begins with a vision—a vision to empower individuals and businesses to take control of their financial destinies. From the very beginning, we chose the path of independence. We believe that true financial advice should be free from conflicts of interest, driven solely by our clients' best interests. Integrity is our cornerstone, and it guides every recommendation, every strategy, and every decision we make.
Our Team
Lukasz Tomczyk
Founder & IFA
Bsc(Hons) Dip(FA) CeMAP
Founder and Financial Adviser at Reffiness providing unbiased and personalised financial guidance to individuals, families, and businesses.
Our Approach
Reffiness is a financial advisory firm that provides painstakingly created strategies and priceless counsel to individuals and families to help manage the complexities of their financial landscape with an uncompromising focus on reliability, unmatched competence, and bespoke personalisation.
We equip our esteemed customers with the necessary tools and insights to make wise financial decisions by providing a full range of services inclusive of property financing, wealth management, retirement planning, investment strategies, comprehensive financial education and so on.
Us in Numbers
95% +
Retention Rate
4.8/5
Trustpilot Rate
500+
Satisfied Customers
8
Years of Experience
Why work with us
An all-in-one service is a comprehensive solution that combines multiple services into a single package. It aims to streamline the customer experience by offering a holistic solution that addresses various needs and eliminates the hassle of dealing with multiple firms or separate offerings.
We help mitigate risks associated with legal and regulatory requirements. By ensuring that all necessary procedures and contractual obligations are explained, and processes are followed. This not only reduces legal risks but also builds trust and credibility among stakeholders.
We optimise advice processes and streamline operations using technology. By implementing cutting-edge solutions, we automate repetitive tasks, improve workflow efficiency, and enhance overall productivity concurrently with robust security measures to protect sensitive data.