The firm does not receive incentives or commissions from third parties for the placement of financial products; it is compensated by its clients by way of fees assessed on the basis of professional services provided. For this reason, it is possible to create a stable and continuous fiduciary relationship with our clients, who will achieve their goals in a context of maximum transparency.
How much does a consultation cost?
The fee must be established prior to the delivery of consultation services. Each customer receives a cost estimate for the requested services, in which are detailed tasks and their prices. The fees we assess for our services are considerably lower than costs applied by banks, finance or insurance companies, which often do not itemize such expenses, and are amply offset by the results our consultancy provides.
WHAT ARE THE BENEFITS OF OUR CONSULTING SERVICES?
After a detailed analysis of a client’s financial position, as well as costs and quality of the financial products held in a portfolio, P&P will be able to direct its client towards more effective instruments, improving performance and considerably reducing costs.
WHO WILL MATERIALLY MANAGE MY MONEY?
P&P does not hold clients’ money and financial instruments. Our firm’s professional activity consists solely in providing recommendations for clients to put in place at their banking institution of choice, with all the safeguards to which intermediaries are subject.
WILL I HAVE TO SWITCH MY BANKING INSTITUTIONS?
It is not necessary, since investment improvement guidelines are potentially executable by any institution. P&P can also assist clients in the operations and in the re-negotiating of conditions defined by their banking institution or, possibly, suggest the best brokers on the basis of each customer’s discrete needs. Ultimately, however, clients choose their own banking institution.
