© PFI
PFI empowers private investors with access to rare financial products and global opportunities. Our transparent, personalised approach ensures your capital is positioned for long-term success. Begin your journey with confidence and clarity.
Initial Consultation
Start by filling out our easy online form to book your private consultation with an investment specialist.
Strategy Development
We’ll evaluate your goals and risk tolerance to build a bespoke investment plan, including access to fixed bonds and IPOs.
Seamless Implementation
Once approved, we get everything set up and provide ongoing support.
About Us
Book Your Personal Investment Consultation
100% Privacy Guaranteed.
Looking to Diversify and Grow Your Portfolio With Exclusive Opportunities?
How It Works
Fill in our quick and easy form to schedule your complimentary consultation today.
Secure Your Financial Future with Institutional-Quality Bond & IPO Access
Discover rare opportunities typically reserved for institutions.
From exclusive fixed-rate bonds to IPO allocations, we open doors.
Start building a diversified, sustainable investment portfolio today.
Exclusive Investment Access
Personalised Wealth Management
Global Financial Reach
Low Annual Fees
With over 20 years in the financial sector and a global client base exceeding 2,450 individuals and businesses, PFI is a trusted name in private investment. We are committed to opening institutional-grade opportunities to investors across Europe and beyond.
Our mission is clear, to bring clarity, transparency, and innovation to investment. From personalised strategies to exclusive IPO access, we help clients move confidently through a dynamic financial landscape with long-term success in mind.
Our Services
We provide access to exclusive financial products including fixed-rate bonds and pre-IPO allocations. Whether you’re planning retirement or building a legacy, our global network and insights give you an edge. Each service is tailored for serious investors seeking more control and clarity.
Why Choose Us?
Personal Investment Guidance
Direct Access to Rare Assets
Proven Market Experience
Transparent, Low-Cost Structure
Looking to Diversify and Grow Your Portfolio With Exclusive Opportunities?
Fill in our quick and easy form to schedule your complimentary consultation today.
Focused on Your Future, Backed by Global Expertise
Smart Solutions for Discerning Investors
Decades of Trust, Built for the Future
Simple Process, Significant Potential
IPO Allocation Access
Gain early entry into IPOs typically reserved for large-scale funds. Through our global partnerships, we divide institutional allocations into smaller units and offer you exclusive entry into high-growth sectors before public markets fully adjust.
We understand that choosing a financial partner means choosing a future. Our reputation is built on trust, tailored advice, and access to opportunities few can offer. With a global footprint and boutique service, we help serious investors confidently grow their wealth.
Wealth Management & Strategy
Our expert advisors craft bespoke financial roadmaps grounded in deep market analysis and your personal ambitions. From asset diversification to tax efficiency, we help optimise every aspect of your investment journey.
Global Investment Opportunities
Tap into a global network of financial institutions and products. Whether you're expanding into emerging markets or seeking ESG-aligned investments, we deliver options tailored to your values and goals.
Your First Year, On Us
and discover the benefits of a bespoke financial strategy without the upfront cost.
It was bought onto PFI by a good commercial relationship I have with Patrimoine and Finance, PFI’s parent company and the directors there. PFI is a great addition with some very interesting offerings. Their services and results are very much in line with my expectations based on my history.
Karen Smith
★ ★ ★ ★ ★
Testimonials
What Our Clients Are Saying
Found PFI to be a reliable parking spot for some of my longer-term investments. Simple and steady would summarise my experience with them. Well done to the team, and I look forward to seeing what the rest of this very interesting year brings.
Craig
★ ★ ★ ★ ★
I have made some good returns, around 8%, over the last year with PFI Assets. I’ve found them to be friendly and responsive. The customer area is well organised and easy to use. All in all, they’ve been a good choice!
Mara B
★ ★ ★ ★ ★
BNP Paribas Fixed Rate Bond – 7.5% p/a (Perpetual)
Invest in a fixed-income product backed by one of Europe’s most trusted institutions. This bond offers long-term stability and a high annual return, ideal for investors seeking consistent income with institutional-grade credibility.
2450+
100%
950+
20+
Clients Globally
Client Satisfaction
Tailored Strategies
Years of Industry Experience
PAY NO MANAGEMENT FEES IN YOUR FIRST YEAR