facts & figures: chartered financial planners
Information by Research TrustFinance
Founded in 1970, facts & figures is an independent financial advisory firm that holds the prestigious "Chartered Financial Planners" designation from the Chartered Insurance Institute (CII). The company provides a holistic, long-term approach to financial planning, focusing on services such as investment management, retirement planning, inheritance tax strategies, and financial protection. Their mission is to deliver intelligent, client-focused financial planning to help individuals and businesses achieve their financial goals.
United Kingdom
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial