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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:
They offer advice about the best investments to help you reach your goals: from bricks and mortar to asset management.
They look at your current investments and help you upgrade the ones that aren’t performing.
You can talk to them at the office, by phone, at your home, or online through our innovative «web collaboration» service.
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
Con la firma elettronica non stampi nulla e contribuisci a ridurre lo spreco di carta
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.