Company Information

Get to know Proxima Financial Planning

Founded in 2008, Proxima Financial Planning Limited is a firm of independent financial advisers based in London and Surrey. As Chartered Financial Planners, they offer comprehensive, bespoke financial planning services for individuals, families, and businesses. Their mission is to build long-term client relationships by providing advice on investments, retirement planning, estate and inheritance tax planning, and financial protection. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Proxima Financial Planning

Australia

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.