Company Information

Get to know AGATHOS FINANCIAL PLANNING LIMITED

Founded in 2017, Agathos Financial Planning is an independent financial advisory firm that holds the prestigious 'Chartered Financial Planners' title from the Chartered Insurance Institute (CII). The company focuses on building long-term relationships with clients to help them achieve their financial and lifestyle goals through comprehensive financial planning, investment strategies, and retirement planning. They pride themselves on providing clear, professional, and ethical advice tailored to individual client needs.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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AGATHOS FINANCIAL PLANNING LIMITED

Ireland

Founded in

2013 (13 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.

Markets.com

(327 reviews)

United States

2008

(18 years)

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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.