Company Information

Get to know Advanced Financial Planning Solutions

Established in 2003 and based in Swansea, Advanced Financial Planning Solutions Ltd is a firm of Independent Financial Advisers that holds the prestigious "Chartered Financial Planners" title from the Chartered Insurance Institute (CII). The company is dedicated to building long-term client relationships by providing bespoke financial planning and advice across areas such as investments, pensions, mortgages, and protection. Their mission is to help private individuals and corporate clients achieve their financial goals through professional and impartial guidance.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Advanced Financial Planning Solutions

Australia

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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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.