Financial Expertsp. z o.o.
Other activities auxiliary to financial services, except insurance and pension funding
Overview
Financial Expert is an independent financial advisory firm that provides services in credit, insurance, savings, and investments for individual clients, businesses, and public sector entities. The company assists businesses in securing financing, selecting group insurance for employees, and managing investment projects. For the public sector, they support effective socio-economic policies through investment processes and tailored employee training.
Financials
Revenue history (in k)
Data and insights are generated automatically based on financial statements and may contain errors. This analysis is for informational purposes only and does not constitute an official assessment of the company's credibility or business advice.
Statistics
How the company ranks by revenue within its industry, region and across Poland in 2025.
Results vs industry
Industry
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
Public aid
No public aid cases recorded in the last 10 years.
Tenders
No recorded participation in tenders.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Insurance agent of Generali Towarzystwo Ubezpieczeń Spółka Akcyjna | Active | |
| KNF | Insurance agent of Generali Życie Towarzystwo Ubezpieczeń Spółka Akcyjna | Active | |
| KNF | Mortgage intermediary agent | Active |
Authorized Representatives
Manner of representation
Each member of the management board is authorized to make declarations on behalf of the company independently.
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
Grzegorz Jerzy Werra (56) | 45 | $1,215.56 | 90% |
Iwona Marta Werra (56) | 5 | $135.06 | 10% |
Grzegorz Jerzy Werra and Iwona Marta Werra hold a combined 100% – the ownership structure indicates family control.
Beneficial owners
| Person | Rights | |
|---|---|---|
Grzegorz Jerzy Werra (56)  | Shareholder of a limited liability company, 4500.0 PLN |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Korporacja Finansowo - KapitałowaS.A. | $222,389.93 | kfksa.pl | ||
| Finconcept Polandsp. z o.o. | $191,082.89 | finconcept.pl | ||
| BE Financesp. z o.o. | $158,753.99 | befinance.pl | ||
| Focus Finansesp. z o.o. | $134,972.80 | focusfinanse.pl | ||
| Ekredytowisp. z o.o. | $118,526.48 | ekredytowi.pl | ||
| Financial Mattersp. z o.o. | $111,060.91 | financialmatter.com.pl | ||
| F-Expertsp. z o.o. | $97,059.14 | f-expert.pl | ||
| L-Inkasosp. z o.o. | $91,946.00 | l-inkaso.pl | ||
| Prywatny-Bankiersp. z o.o. | $82,265.59 | prywatny-bankier.pl | ||
| KFO Oliwasp. z o.o. | $63,009.68 | oliwafinanse.pl |
Change history
| Date | Event | |
|---|---|---|
| 2022-09-19 | Address change (Ul. Ignacego Krasickiego 30/4, 81-377, Gdynia → Ul. Piotra Skargi 17, 81-375, Gdynia) | |
| 2019-12-16 | Entered in the register |
FAQ
Last updated: 2026-04-16