Falco provides independent wealth management & financial advice for your personal or business requirements.
Falco Financial Planning Limited is a leading provider of independent wealth management and financial advice, catering to both personal and business clients. Based in Cowbridge, Vale of Glamorgan, CF71 7EL, Falco Financial Planning Limited offers comprehensive services encompassing investments, pension planning, life cover, tax strategies, trusts, and more. As IFAs (Independent Financial Advisors), Falco Financial Planning Limited prides itself on unbiased and objective advice, always acting in the client’s best interest.
Falco Financial Planning Limited is staffed by highly qualified professionals with advanced certifications, including Chartered Financial Planner status. The team's expertise extends to Model Portfolio Construction and Discretionary Fund Management, ensuring clients benefit from well-structured investment strategies. The firm's commitment to delivering transparent and accessible financial guidance has earned the trust of numerous clients seeking tailored solutions for their financial wellbeing.
Falco Financial Planning Limited strives to be a proactive partner in achieving long-term financial security. The firm's independent approach, coupled with its depth of knowledge, positions it as a reliable resource for individuals and businesses alike. We invite our manager to create a customized and exclusive company showcase and product listing on our platform to further enhance visibility and reach.
Compare Falco Financial Planning Limited with 3 companies in Investment-Management
| Comparison Field |
Falco Financial Planning...Main Company |
IntervalorView Profile |
Bigmore Associates L...View Profile |
Luna Investment Mana...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 1992 | 1971 | 2020 |
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Company Size
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— | 11-50 | 11-50 | 11-50 |
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City
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Cowbridge, Vale of Glamorgan | Stockholm, Stockholm | ||
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Country
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Sweden | |||
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Skills & Keywords
Comparing with main company
|
18 Total Skills
investment management
financial planning
wealth management
pension planning
life cover
tax strategies
trusts
financial advice
model portfolios
fund management
pensions
investments
personal financial advice
corporate financial advice
tax planning
discretionary fund management
chartered financial planner
independent financial advice
|
11 Total
1 Common
10 Unique
Match
6%
Common Skills:
investment management
Unique Skills:
Active Funds
asset management
baltics
client executives
Equity Funds
investor meetings
+4
|
12 Total
1 Common
11 Unique
Match
6%
Common Skills:
financial planning
Unique Skills:
employee benefits
equity release
financial advising
financial education
mortgages
payroll
+5
|
4 Total
2 Common
2 Unique
Match
11%
Common Skills:
investment management
wealth management
Unique Skills:
investment manager
wealth manager
|
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