Company Information

Get to know Strategy First Independant Financial Planning

Strategy First Independent Financial Planning is a trading style of Strategy First Ltd, an appointed representative of Quilter Financial Planning Limited. Based in Belfast, Northern Ireland, the firm provides independent and impartial financial advice tailored to the specific needs and objectives of its clients. Their core mission is to help clients make informed financial decisions through comprehensive planning services covering retirement, investments, financial protection, and mortgages, ensuring a personalized and professional approach to wealth management and financial security.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Strategy First Independant Financial Planning

Australia

Founded in

2005 (21 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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 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.