Financial Planning Services was set up in 1975 as the trading name of Mr Joseph G.P. Bonello, whose career in financial services started in 1960 with the then National Bank of Malta (today Bank of Valletta plc). In 1967 he had joined a company that had pioneered the equity-linked life insurance concept, rising through the management ranks till he left in 1975, to set up independently. On the 9th February 1977, Financial Planning Services became a Limited Liability Company.
Planning for continuity, Joe’s son Matthew joined the family practice in 1988 and his daughter Elaine joined in 1990.
In 1991, in line with the requirements of the Malta Stock Exchange Act 1990, Financial Planning Stockbrokers Ltd was set up. As a founder member of the Malta Stock Exchange, the company was one of the seven stock broking firms present on the Stock Exchange trading floor at the first trading session held on 8th January 1992.
In 2003, following the Malta Financial Services Authority’s (MFSA) becoming Malta’s single regulator, the stock broking company was merged into its parent company, Financial Planning Services Limited.
Financial Planning Services Ltd provides you with its accumulated decades of expertise, advice and assistance on all aspects of personal finance:
- Local & Foreign Stock broking
- Wealth and Portfolio Management
- Retirement Planning
- Inheritance Tax Planning
- Life Assurance
- Savings Plans
Over the decades, Financial Planning Services has established an international network of professional contacts at the highest level in all areas of the company’s operations. Financial Planning Services Ltd co-ordinates the implementation of tax effective recommended plans of action aimed at achieving your well-defined financial and personal objectives.
Our ultimate aim is to help you to discover, determine and define your financial journey and help you build the bridge from your reality to your goals.
Financial Planning Services Limited is licensed to conduct Investment Services and Insurance Broking business by the Malta Financial Services Authority