Financial services has become a minefield of complexity and regulation. Clients need the comfort of knowing their affairs are managed by experts who act independently and impartiality.
We have set up a separate company, Fitzrovia Financial Services Limited ( FFSL ), in partnership with Planning for Financial Independence Limited, which is owned by EFG Private Bank, a major international independent banking group. We believe this combination provides the quality of service that many high net-worth individuals welcome.
While FFSL provides the usual range of services - retirement, investment and so on - it specialises in meeting the needs of the high net-worth individual and, in particular, retirement planning.
FFSL does not cut corners, or produce a "quick fix." We insist on understanding the whole picture, because it is only on that basis we can be sure you receive the right advice. Every client receives a full financial health check report, which is used to monitor and check progress over time.
You will need advice on your pensions, particularly with the recent governmental reforms. You will always need advice on how to invest your hard-earned funds. You will need to know if you are taking the right steps to ensure security and peace of mind in your retirement.