Company Information

Get to know CY Financial Advice

CY Financial Advice is the trading name for a financial advisory practice led by Peter Fisher, operating as a Partner Practice of the St. James's Place Wealth Management Group. The firm specializes in providing face-to-face wealth management and financial planning services to the expatriate community and local residents in Cyprus. Their core services include investment planning, retirement planning, inheritance tax planning, and financial protection strategies, all tailored to the individual needs of their clients. The practice leverages the resources and investment management approach of the larger St. James's Place group.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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CY Financial Advice

Australia

Founded in

2010 (16 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

(326 reviews)

United States

2008

(18 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.