Who We Are
Planning-first, cost-disciplined and transparent. We combine dynamic allocation with carefully selected partners (custodians, DFMs, tax advisers, trustees) to deliver resilient outcomes and clear reporting.
How We Operate
Client interests first, clear role separation between adviser, manager and custodian, and full fee transparency. We document decisions, publish change notes and provide audit-ready reports.
What we display
THE RELEVANT DOCUMENTS ARE DOWNLOADABLE
Regulatory authorisation and licence/reference
Malta Financial Services Authority
Company legal name and registration number
Aventis Financial Planning Limited - C49564
Regulatory Disclosure
Registered office address and any trading names
Level 3, 91 London Offices,
Triq Mons. Dandria,
Msida MSD 1320, Malta
Complaints policy and escalation routes
Risk warnings covering investment and currency
risks and jurisdictional caveats
Custody and client-money statement:
Aventis does not hold client money
Insurance distribution disclosure
Authorised to advise on and arrange insurance
Contact Details
info@aventisfp.com | +356 2157 6666
Governance Framework
Authorisation scope mapped to services; documented Investment Policy Statement for every client; quarterly reviews with performance, risk and costs; incident and escalation procedures; periodic policy updates.
Disclaimers
Information on this page is general and not investment, legal or tax advice. Product availability and tax treatment depend on individual circumstances and jurisdiction and may change. All services are provided subject to our Terms of Business and applicable regulation.