Congruent Financial Partners
Congruent Financial Partners ("CFP") is an independent professional services firm. Based in London and serving the whole of the UK, CFP services cater for the investment and risk management needs of individuals and businesses and the use of complex financial products to satisfy those needs.
CFP employs actuaries and other skilled risk management professionals (supported by lawyers and accountants) who have a deep expertise in financial products including derivatives acquired in investment banking, insurance and consulting environments.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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