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DirectoryFinance & InsuranceFinancial ServicesChamP&P Finanz GmbH
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P&P Finanz GmbH

Summary

About the company

P&P Finanz GmbH advises private individuals and companies on financial and tax matters, offering wealth and pension planning, tax advisory services and real-estate services. Its services include integrated asset management, preparation and review of tax returns, representation before tax authorities and real-estate sales; the firm is registered as an independent asset advisor under FIDLEG.

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Offering

Products & services

Industry:Financial Services
✓ Offered6
Wealth management and investments
Independent wealth management, active investment advice and investments with a long-term focus; access to financial firms and securities purchases for individuals and business owners.
Retirement and pension planning
Analysis of the financial situation and development of retirement and pension solutions for individuals, including questions about retirement, early retirement and provision for family members.
Property sales and mortgage brokerage
Sale of properties and arrangement of favourable mortgages through contacts with banks and financial institutions.
Tax returns and tax assessment review
Preparation of complex tax returns for individuals and businesses, review of final tax assessments and settlement statements, and proposals for tax optimisation.
Inheritance and estate planning
Advice on inheritance matters, handling of work in the event of death, and support with drafting wills.
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Location

Alte Steinhauserstrasse 1
6330 Cham

At a glance

Legal form
Limited Liability Company
UID
CHE-431.385.519
Founded
2022 · 4 years
Last commercial register change
March 17, 2022
Employees
1 to 10

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