Company Information

Get to know facts & figures: chartered financial planners

Founded in 1970, facts & figures is an independent financial advisory firm that holds the prestigious "Chartered Financial Planners" designation from the Chartered Insurance Institute (CII). The company provides a holistic, long-term approach to financial planning, focusing on services such as investment management, retirement planning, inheritance tax strategies, and financial protection. Their mission is to deliver intelligent, client-focused financial planning to help individuals and businesses achieve their financial goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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facts & figures: chartered financial planners

United Kingdom

Founded in

1994 (32 Years)

Founded

Last online: No recent activity

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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.

Markets.com

(326 reviews)

United States

2008

(18 years)

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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.