Falco Financial Planning Limited

Falco Financial Planning Limited

Investment-Management

Cowbridge, Vale of G...
Company Tagline

Falco provides independent wealth management & financial advice for your personal or business requirements.

Industry Category
Investment-Management
Company Description

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.

Key Personnel / Employees
Matthew Bird

Compare Companies Side by Side

Compare Falco Financial Planning Limited with 3 companies in Investment-Management

4 Companies
Comparison Field
Falco Financial Planning Limited
Falco Financial Planning...
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Intervalor
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Bigmore Associates Limited
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Luna Investment Management
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Founded Year
1992 1971 2020
Company Size
11-50 11-50 11-50
City
Cowbridge, Vale of Glamorgan Stockholm, Stockholm
Country
Sweden
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
4
Total Companies
1971
Oldest Founded
1
Countries
41
Unique Skills

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Alternative Company Names

This company is also known as

Falco Financial Planning Limited 法尔科金融规划有限公司 (Fǎ'ěrkǎ Jīnróng Guānhuā Yǒuxiàn Gōngsī) फ़ाल्को वित्तीय नियोजन लिमिटेड (Phālkō Vittaīya Niyōnakara Limited) شركة فالكو للتخطيط المالي المحدودة (Sharikat Falco lil-Takhtit al-Mālī al-Mahdūda) ফালকো ফিনান্সিয়াল প্ল্যানিং লিমিটেড (Phālkō Phinānśiyala Plā'iniṅa Limited)