Company Information

Get to know Financial Conseil Patrimonial

Financial Conseil Patrimonial (FCP) is a wealth management advisory firm based in Marseille, France. The company provides a comprehensive and tailored approach to managing its clients' assets, focusing on independence from banking and insurance groups to ensure impartial advice. Its core services include financial investment advisory, real estate investment strategies, retirement planning, tax optimization, and provident and health insurance solutions. FCP prides itself on building long-term relationships with clients through a structured, multi-step process that includes a thorough audit of the client's situation, defining objectives, and implementing and monitoring a personalized strategy. The firm is registered with ORIAS as a Financial Investment Advisor (CIF), insurance broker, and banking operations broker.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Financial Conseil Patrimonial

France

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.