History of European Financial Planning Group
Our firm was established in Gibraltar in 2004 to provide financial planning advice to clients residing in Gibraltar and Southern Spain. In 2005 we acquired the life insurance and pensions businesses of two long-established Intermediaries; Savignon Financial Services Limited and Prescott Insurance Limited which, together with clients referred to us brought the number of clients with life insurance, pensions and investments under our advice to over 4,000. Click here to FREE Phone and arrange a review
After a period of consolidation, we acquired the life and pensions business of Quest Financial Services in 2007. As part of this arrangement, European Financial Planning Group placed an Adviser in house to provide financial planning advice to Quest’s general insurance and insurance management clients.
2007 also saw the commencement of our relationship with the Newcastle Building Society. The Gibraltar branch is the busiest of the Society’s 36 branches with over 10,000 accountholders. After a thorough selection process, the Society selected European Financial Planning Group to provide the financial advice service to their customers. Since then a European Financial Planning Group Adviser has been permanently based at the Society’s premises providing customers with a much broader range of advice and products than would normally be available at a Building Society.
With the largest number of Financial Advisers in Gibraltar, we are also able to deliver financial advice in very specific areas. Over the last couple of years we have launched a number of bespoke services: Click here to FREE Phone and arrange a review
The Gibraltar Business & Owner Manager Service – directed at those running businesses in Gibraltar, this service includes the provision of advice and implementation in areas such as company pension schemes, group personal pension schemes, death-in-service schemes and key man protection. Click here to FREE Phone and arrange a review
EFPG Private Clients – providing wealth management services to those with more complicated financial planning needs and arrangements firmly based in building a sound, long term, relationship with the client
EFPG Sportsguard – a highly specialised financial planning service aimed at professional footballers playing for clubs throughout Europe. We provide pension and investments advice to players who tend to have relatively large incomes but shorter careers and earlier retirements than those in more mainstream occupations.
We are already arranging PTD & TTD (permanent and temporary injury insurance) through an introducer arrangement with a specialist Lloyds Broker in the UK. During 2009, in partnership with the Swedish Players Union and CGU Sweden, we will be launching a low cost pension scheme for players in the Swedish Allsvenskan (Premier League), which, if successful, we plan to implement for other European leagues.