Company Information

Get to know european financial planning group

Established in 2003, European Financial Planning Group (EFPG) is an independent financial advisory firm dedicated to serving the expatriate community in Spain. The company provides a range of personalized financial services, including retirement and pension planning, wealth management, investment advice, and insurance solutions. Their mission is to help clients navigate the complexities of the Spanish financial system to build, manage, and protect their wealth effectively. EFPG is fully authorized and regulated by the Spanish financial regulator, the Dirección General de Seguros y Fondos de Pensiones (DGSFP).

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Financial Wealth ManagementPRIMARY
Financial Other Service

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european financial planning group

Gibraltar

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.