I provide independent advice on savings, investments, insurance and credit. Creating a tailored financial plan to meet your goals. Optimising your spending and securing your future. Long-term cooperation and regular updates of financial strategy.
Private financial advisor to Swiss Life Select Group. My services include private finance and wealth management (investments, mortgages including property and home insurance, life accident insurance, building savings including loans) and the preparation of a free private financial analysis of the client.
Providing advice on housing finance and building society savings. Focusing on mortgage loans, building society loans, building society loans, home insurance, life insurance and current accounts. Comprehensive financial advice in one place.
I have been in the financial market since 2019. I focus on all areas of financial planning (insurance, credit, investments, pensions). In order to make my services as good as possible, I have passed the PFP (financial planning advisor) exam. I pride myself on long-term cooperation based on mutual trust.
We provide investment and financial advice for individuals and corporations. We prepare offers for companies on the basis of a tender procedure - for fleet insurance of vehicles, employee liability insurance, business liability, industrial risks and others.
I pride myself on a long-term partnership that is complemented by mutual trust. I always focus on the individual possibilities of the client. I set and negotiate terms that are within the client's comfortable financial limits. I provide a complete financial service.