Company Information

Get to know Compass Financial Planning & Employee Benefits

Compass Financial Planning is a firm of independent financial advisers based in Worthing, West Sussex. Their mission is to help clients navigate their financial future by providing clear, independent, and tailored advice. The company offers a comprehensive range of services for both individual and corporate clients, including pensions, investments, mortgages, insurance, employee benefits packages, and business protection. As independent advisers, they are not tied to any single provider, allowing them to recommend solutions from the entire market to best suit their clients' needs.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Compass Financial Planning & Employee Benefits

United Kingdom

Founded in

2014 (12 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.