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Connected Financial Planning

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Switzerland

Founded in

2022 (3 Years)

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Get to know Connected Financial Planning

Founded in 2011, Connected Financial Planning Ltd is an independent financial advice firm dedicated to providing clear, transparent, and client-focused financial planning. The company's mission is to help clients understand their financial position and make informed decisions to achieve their life goals. They offer a comprehensive range of services, including retirement planning, investment advice, mortgage arrangement, and financial protection (like life insurance and critical illness cover), serving individuals, families, and business owners primarily in the UK.

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  • Financial Financial AdvisementPRIMARY
  • Financial Other Service

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