Romania Financial Planning is a specialist firm providing international financial advice, offering cross-border, offshore and non-domiciled financial products available from major insurance groups and banks. We provide tailored financial solutions to help build and protect your assets. Through a single point of contact our advisers deliver professional and client focused financial planning designed to save you time and help make you money.
Romania Financial Planning offers total transparency when providing financial advice, and as part of our commitment to our clients Romania Financial Planning only offers, and works with, regulated financial product providers.
The services and products we provide via international financial institutions include the following:
Pension plans for groups & individuals
Mortgages and Loans
Romania Financial Planning is a trading name of C A Lee - Licensed and regulated insurance broker authorised by the Instituto de Seguros de Portugal under Nș 309310621 for life and non-life insurance business and pension funds. With pasporting rights to operate in Romania under Freedom to Provide services. Click on the relevant regulator icon for more information
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Contact us today to arrange a meeting to see how we can help you plan your financial future