Company Information

Get to know Financial Planning & Management International

Established in 1993, Financial Planning & Management International S.A. (FPMI) is a Swiss-based independent financial advisory (IFA) firm. The company focuses on serving the unique financial needs of expatriates and international investors around the world. Its core mission is to provide impartial, professional, and tailored financial advice. FPMI's services cover a broad spectrum of personal finance, including wealth management, investment strategies, retirement planning (including UK pension transfers), and estate planning. As an independent firm, it emphasizes its ability to offer solutions from the entire market without being tied to any single institution.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Financial Planning & Management International

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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Warning

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.