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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 350 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.

Versione italiana
A testimonianza dell’attenzione verso la propria Clientela, FinecoBank ha deciso d’intraprendere un’azione a favore dei Clienti danneggiati dal crollo del Ponte Morandi a Genova il 14 agosto 2018, titolari di mutui ipotecari relativi a edifici resi inagibili anche parzialmente, ovvero alla gestione di attività di natura commerciale ed economica svolta negli stessi edifici.
L’iniziativa prevede che il Cliente che si trovi in condizione di difficoltà per i danni subiti dall’immobile, ferma restando la regolarità del piano dei pagamenti, possa richiedere la sospensione del pagamento delle rate dei mutui (quote capitale e quote interesse) per 12 mesi dalla data di presentazione della richiesta.
La domanda di sospensione dovrà essere presentata entro il 15 Ottobre 2018 e dovrà essere assistita da un’autocertificazione che attesti il danno subito.
La sospensione non costituisce in alcun modo novazione del contratto di mutuo e resta ferma ogni altra modalità, patto, condizione e garanzia di cui al contratto di mutuo, con particolare riferimento alla garanzia ipotecaria.
Resta inteso che, nel periodo di sospensione, non si procederà con alcuna segnalazione di insoluto alle Banche Dati relativa alle rate sospese.
Le rate sospese inizieranno a decorrere al termine del periodo di ammortamento originariamente previsto dal finanziamento, mantenendo la loro attuale periodicità.
L’esercizio sarà gratuito e non oneroso, ovvero non saranno addebitati interessi maturati durante il periodo di sospensione.
Per maggiori informazioni nonché per richiedere la sospensione delle rate, è possibile contattare il Customer Care.