Finance & Competition
John Smith financial advisor
Services
Personalized services that start with an initial assessment of customer needs and continue with a discrete step by step follow-up on needs evolution.
Financial advisory
The independent financial advisor is a new professional figure normed by MiFID European Directive, implemented in Italy in November 2007. It is a "fee based" professional (as a lawyer or a doctor), who studies the financial markets and examines the best alternatives, explaining benefits, costs and risks of each alternative to the customer .
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Financial Portfolio Analysis and Management
Our financial analysis begins by investigating your whole asset portfolio, an indispensable starting point to understand both your needs and the actual feasibility of your goals.
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Financial Assistance in Loans
As a subscribed member of the Central Bank Registry, I offer my services as Loans Broker. Basically I'm a professional consultant and intermediary between my Clients and the top Loan Institutions, in order to find the best loan solution among those available at the time of evaluation.
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