Company Information

Get to know Saveplan

Saveplan is a trading style of Save & Invest (Pensions) Limited, a financial services company regulated by the Financial Conduct Authority in the UK. The company's mission is to demystify investing for the general public by offering a straightforward and accessible platform for long-term savings. They focus on a limited range of core products, including Stocks & Shares ISAs, Self-Invested Personal Pensions (SIPPs), and General Investment Accounts, primarily utilizing a curated selection of funds to promote a passive investment strategy. This approach is designed to help clients achieve their financial goals without the complexity often associated with traditional investment services.

Industry

Financial InvestmentPRIMARY
Financial Other Service
Technology Software Development

Contact

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Saveplan

United States

Founded in

01 มิ.ย. 2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

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Reviews

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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.

Regulated

Recommended

(77 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.