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Financial Services

Filippo provides a holistic, financial service, which embraces the entire spectrum of retail services including:

  • Financial planning and wealth creation
  • Financing and debt management

Filippo’s objective is to provide advice which is independent and prudent. These ideals are embodied in Filippo’s price model - by charging a fee for service for all financial planning advice and for other services where ever possible.

Filippo is independent of any bank and insurance company and has a strict policy of transparency.

Historically, the financial services industry has been riddled with inefficiencies and perceived conflicts of interest. With our professional services back ground, drawn from the discipline of the Institute of Chartered Accountants, we know how to be efficient and understand the need to be, as well as being seen to be, independent.