FinPlanner
A financial advisory firm serving clients across Spain in person, with more than 30 years of experience in banking and personal insurance.
About FinPlanner
Personal and professional financial planning
FinPlanner is a personal and professional financial advisory firm that works with clients throughout Spain in person. Its team comes from banking and personal insurance and has more than 30 years of experience in the field.
Who it serves
- Self-employed workers
- Families
- Young adults
- Professional athletes
- Older adults
Services and areas of focus
The company approaches financial planning by learning about each client’s situation and offering personalized proposals. Its advisory topics include:
- Income-protection insurance
- Family protection
- Pension plans
- Savings plans
- Mortgages
- Health insurance
- Accident insurance
How it works
FinPlanner uses its own method, called CONFÍA, based on keeping one ongoing point of contact for each client throughout the relationship. The firm says it works with a limited client portfolio so it can stay in regular contact with each client and avoid making them repeat their circumstances to multiple account managers.
Contact
Phone: +34 653 472 902
Email: info@finplanner.es
Personal financial planning