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FINANCIAL ADVICE

&

WEALTH MANAGEMENT

pensions

TRUSTEE

&

ADMINISTRATION

WELCOME TO EFFECTIVE FINANCIAL PLANNING GROUP (EFPG)PROVIDING PROVEN FINANCIAL ADVICE TO INTERNATIONAL CLIENTS SINCE 2004

From no nonsense tested financial advice for individuals and businesses through to market-leading pension schemes and peace of mind protection insurance, we've got you covered.

What we do

A snapshot of the services we can offer you

Advice

EFPG provides expert, trustworthy and totally independent financial planning and investment advice to individuals and businesses.

Savings & Pensions

European Financial Planning Group, provides market-leading approved personal pension schemes & international pension schemes.

  • Jubilee Pension Scheme
  • Diamond QROPS
  • Gold QNUPS
  • QNUPS International Gold

Protection

From Key Personnel insurance to Critical Illness and Income Protection insurance. We've got you covered.

  • Critical Illness
  • Income Protection
  • Key Personnel
  • Best Doctors

OUR SIMPLE 3 STEP PROCESS

FACT FIND

We work closely with you to identify and quantify your financial needs, targets, issues, risks and priorities

PLANNING REPORT

We produce a comprehensive financial planning report that details our recommended solutions - all tailormade to your specific desired outcomes

SOLUTION IMPLEMENTATION

We chat through our recommendations with you, make any fine-tuned adjustments and get started on implementation as soon as you say the word

INTERNATIONAL

Our Head Office is based in Gibraltar but we work with clients from all over the world.

WE GET RESULTS

Founded in 2004, EFPG is a well regarded and well established company that has a proven track record.

Regulated, Clear, Effective

EFPG is part of the Nexus Global network regulated by the Gibraltar Financial Services Commission and has Insurance Mediation Directive and MiFID permissions. Being part of the Nexus Global network gives us a wide global footprint and enables us to passport services throughout the EU

What our clients say about us

"On moving to Gibraltar I needed to review my pension arrangements. EFPG not only did so, advising which should be moved and which should be left but also made all the necessary arrangements. Furthermore their fee based approach meant I did not lose any asset value from the pension due to commissions"

MARCUS KILLICK OBE

JOHN ISOLA

MD, Anglo Hispana
“EFPG Invest has provided me with sensible and professional advice for the company's pension needs for many years. I would recommend anyone looking for a Pension solution to talk to them"
OUR CORPORATE CLIENTS

CORPORATE HEADQUARTERS

Effective Financial Planning Group

15 Irish Town
Gibraltar

Tel: (+350) 200 49750
Fax: (+350) 200 49290

Email: info@efpg.net
Web: www.efpg.net

Effective Financial Planning Group

We have been providing effective financial planning advice and insurance products to individuals and businesses since 2004.

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