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Investment Advice and Financial Planning

Our key strength is our independence, which enables us to offer fee based investment advice to our clients. At different stages in an individual's life the financial priorities and requirements change. We work with our clients on an ongoing basis assisting them in achieving their long term goals. We are cognisant that when most clients come to us they have already made some investments be it pension, property etc. In developing our financial plans we review existing investments, clients' short term and long term goals, attitude to risk and their individual circumstances.

The financial planning process takes a number of steps broadly:

  • Assess your risk profile (i.e. risk tolerance)
  • Assist you to develop your own investment plan
  • Select investment managers / products which are most appropriate to implement your investment plan
  • Assist you to select the most appropriate investment vehicle for your investments e.g. pension/direct/company/investment fund.
  • Review and monitoring of your portfolio against the agreed criteria.

Deloitte Investment Services Limited is regulated by the Cyprus Securities and Exchange Commission.

Deloitte Investment Services

  • Wealth Advisory Services publication
    This publications aims to highlight the top quality services offered by Deloitte Investment Services Limited to wealthy families, entrepreneurs, professionals and executives.
  • Regulation
    Deloitte Investment Services Limited is a "Cyprus Investment Firm" (CIF). As a CIF, Deloitte Investment Services Limited, is authorized and regulated in the conduct of its investment business by the Cyprus Securities and Exchange Commission ("CySEC").
  • Client Web Portal
    Account Performance and Analytics
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