Financial Advice

and Wealth Management




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Why Choose efpg?



Effective Financial Planning Group/BFMI are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 3647







​​As a consumer, Effective Financial Planning Group/BFMI are regulated by the Gibraltar Financial Services Commission (GFSC) which means we must follow rules ensuring fair practices, transparency, and financial stability. This offers you assurance that our advisory services & insurance products meet regulatory standards and provide options if issues arise.





Sensible, Honest, and Transparent Advice Every Time.



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.


Straight Forward


Low Cost


Low Maintenance


Great Results



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

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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.



" efpg 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. "





John Isola, Managing Director, Anglo Hispano

★★★★★



"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 my pension due to commissions."





Marcus Killick O.B.E, Personal Pension Client

★★★★★



efpg



13 Irish Town
(+350) 200 49750
info@efpg.net



The companies below are not connected with Effective Financial Planning Group/BFMI





To access these companies websites click on the logos below



CONTACT US





13 Irish Town Gibraltar GX11 1AA












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WE GET RESULTS





FOUNDED IN 2004, efpg IS A WELL REGARDED AND ESTABLISHED COMPANY THAT HAS A PROVEN TRACK RECORD.



TRANSPARENT


efpg follows the UK model of charging by charging transparent, fully-disclosed fees rather than taking undisclosed commissions from investments that we advise on. This model was adopted as efpg considers that our clients would prefer to know what fees they are paying and that the advice that efpg provides would not be swayed by considering commissions.​



LICENCE


Nexus Global specialises in providing a regulatory platform and compliance support to international financial advisers and intermediaries to enable them to meet regulatory requirements to provide their clients with a professional service.



The financial advisers trading under EFPG/BFMI are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 3647:

​

FSC GIBRALTAR



Complaints Procedure


Effective Financial Planning Group places the quality of advice as our top priority. It is important that we hear any concerns you have regarding the services we offer. Nexus Global operates a formal complaint handling procedure. A client’s complaint will be acknowledged promptly with a copy of our complaint’s procedure. Should you have a complaint we ask that you inform Nexus Global Office in the first instance. We will then review and make contact with the relevant office. If you have already spoken to someone regarding your complaint, please include their name in your correspondence as this will assist in your complaint being answered more promptly.



Complaints can be emailed to: info@nexus-global.net or you can also write to:


Nexus Global

Waterport Place,

Floor 2 Unit 2.3 Europort Road,

Gibraltar GX11 1AA



Nexus Global operates a formal complaints handling procedure. A client’s complaint will be acknowledged promptly and we will try to resolve the problem within eight weeks of the client telling us about their complaint.



If you consider that your complaint has not been dealt with appropriately by Nexus Global, you can write to the Gibraltar Financial Services Commission to:



P.O. Box 940, Suite 3, Ground Floor, Atlantic Suites, Europort Avenue, Gibraltar.



GET IN TOUCH



(+350) 200 49750


Email: info@efpg.net​



PO Box 1483 13 Irish Town Gibraltar



Monday – Thursday:

9:00am – 5:15pm


Friday: 9:00am – 5:00pm


PRIVACY POLICY

















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EFFECTIVE FINANCIAL PLANNING GROUP/BFMI