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EFPG

Effective Financial Planning Group

T (+350) 200 49750
Email: info@efpg.net

Effective Financial Planning Group Ltd
15 Irish Town Gibraltar

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QUESTIONS? CALL: +350 200 49750

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EFPG follows the UK model of charging by charging transparent, fully-disclosed fees rather than taking undisclosed commissions from products or 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.

EFPG also has long-standing partnerships with top-flight tax planning specialists in the UK and Spain for high net worth clients and UK expats. EFPG also offers property and estate agency/management services through EFPG Estate Agents.

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:

http://www.fsc.gi/regulated-entity/blacktower-financial-management-international-limited-3647

Complaints Procedure – International Residents

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

Effective Financial Planning Group Limited
PO Box 1483 15 Irish Town Gibraltar

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Opening Hours

Monday – Thursday: 9:00am – 5:15pm
Friday: 9:00am – 5:00pm

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EFPG

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