Filippo Stipo – Independent Financial Advisor in Shanghai, is an independent financial planning and investment management firm, offering services to personal, corporate and trustee clients internationally.
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Filippo Stipo – Independent Financial Advisor, is a financial advisory company with a strong history and enviable reputation for providing innovative, professional and secure financial planning and wealth management solutions.
We are committed to always perform at our best.
As a financial advisory company our services include comprehensive and focused financial planning, a whole-of-market discretionary cash management service and discretionary investment management services and an advisory investment management service, which are designed to meet both simple and complex client needs.
Why choose Filippo Stipo - Independent Financial Advisor?
Objective and goals
Helping you to meet your financial objectives and goals
Peace of mind
Offering you value for money and peace of mind
Time
Freeing up your time and removing the hassle of undertaking research and liaising with financial providers
Our commitment to our clients
- Working with you to understand your financial objectives
- Providing clear explanations
- Delivering on our promises
- Being approachable and straightforward
- Applying our skills and experience to provide the best solutions for your financial needs
- Secure and safe handling of your money and your information
- Commitment to transparent and competitive costs and charges
We are true to ourselves, and commit to always perform at our best.
Why we are different
As a whole of market firm, we consider all investment and financial planning options available to you, not just a favoured few. Together with our success in developing innovative investment services, we have a long history of helping clients create and protect their wealth through holistic financial planning. We are now able to provide a holistic financial and investment approach which combines Financial Planning, Investment Management and Cash Management solutions.
Our team are recruited for their skills and knowledge of financial planning and investments, alongside their commitment to providing excellent service to clients. Our financial advisers, mortgage advisers and investment analysts have a vast wealth of experience of dealing with clients with a range of financial objectives, and are either highly qualified specialists in their own fields, or Chartered Financial Planners, with a wealth of qualifications and advice specialisms. Furthermore, our continuous professional development programme means all of our team are constantly updating their knowledge to meet changing legislation and the changing face of financial planning and investment management.
OPERATIONAL EXCELLENCE
We provide the best value to our customers by continuously refining our processes and cost structure.