FPI - because wealth does not grow itself
FPI is a leading-edge provider of client-driven financial planning and wealth management solutions. It has more than 100 qualified advisers, of which 15 are wealth managers, in 10 offices worldwide, providing retirement planning, wealth creation, trust advice, tax efficiency and estate planning, and investment advice including property and alternative investments.
SPECIALIST KNOWLEDGE
FPI's Specialist Information Department currently consists of five dedicated centres: The American, The Australian, The Japanese, The Property and Estate Preservation. Each specialist centre is qualified to provide country and product specific advice to help you plan for your financial future, no matter where home is in the world.
UNPARALLELED SERVICE
24/7 internet valuations: Unlimited, secure online access to your valuations.
Moneytalks magazine: Articles from leading fund managers and stockbrokers, and essential information on global indices, funds and taxation issues.
Annual seminars: Listen to the people who work on the frontline of world markets and actually manage your money.
Strategic reviews: Regular strategic review of your investments to keep you on track.
COMPREHENSIVE SOLUTIONS
FPI provides solutions for numerous financial issues, in different currencies, for different nationalities and for different tax regimes. Solutions include, but are not limited to:
- Asset allocation
- Balance sheet management
- Bank accounts
- Direct equity and bond investments
- Educational planning
- Group pension schemes
- Introductions to tax and legal expertise
- Corporate services
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- Portfolio management
- Mortgages
- Property investments
- Protection - life, health and critical illness
- Retirement planning
- Savings plans
- Trustee services
- Venture capital and private equity
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