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Much more than an advisor

Fineco Personal Financial Advisor are professional consultants with a difference.

They can suggest the best investments for you, thanks to a professional financial planning system and no restrictions on choice.

In fact, their remuneration is totally separate from the products they suggest for you.

Knowledgeable and professional

More than 2,600 Personal Financial Advisors have earned the trust of a huge number of investors. Here's why:

1

They offer advice about the best investments to help you reach your goals: from bricks and mortar to asset management.

2

They look at your current investments and help you upgrade the ones that aren’t performing.

3

You can talk to them at the office, by phone, at your home, or online through our innovative «web collaboration» service.

4

They can recommend a wide range of products from a variety of brands, giving you more choice and greater opportunities.

What's more, with the new digital signature service exclusive to our Personal Financial Advisors, you can sign all your documents electronically. Details

Achieve your goals

A new home, university fees for the children, or simply your pension: your Personal Financial Advisor guides you step-by-step as you build the ideal portfolio, with tailored investments, impartial advice and access to unique products.

Already have investments?

Our advisors will carry out a "healthcheck" on your portfolio and help you switch out of the investments that are not performing to your expectations. This helps you keep everything under control.

Cutting-edge advice, straightforward service

Your Personal Financial Advisor can offer you Fineco Advice– our personalised advisory service for high-wealth clients, able to satisfy many needs: from succession planning to tax efficiency.

Find out more Advice

When it matters, you’re never alone

In the office, on the phone, at the more than 380 Fineco Centers, or in your own home: your Personal Financial Advisor is at your disposal, wherever and whenever you want. And with our "web collaboration" platform, you can interact online quickly, safely and easily.

Open a Fineco account. It only takes 5 minutes with your webcam.

Advertising message for promotional purposes. To view all the terms and conditions for the advertised services, please refer to the information sheet and required under current regulations. All services require the client to open a Fineco current account.

Fineco Advice: is a fee-based investment advisory service reserved to Fineco current account holders. It is promoted and can be purchased exclusively through the Fineco Financial Advisors network, where the terms and conditions of the service can be found. The advisory service does not in any way entail any promise or warranty regarding financial returns. Accordingly, the Bank accepts no liability for any losses of any kind borne by the client or for earnings that are lower than expected.

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