Overview

facts & figures: chartered financial planners

Information by Research TrustFinance

https://www.factsandfigures.co.uk/

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.

Founded in
United Kingdom

United Kingdom


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service