Independent Financial Planning, Built on Clarity and Trust
Investorservices.com.cy is operated by J. Knobel Investor Services Limited, a Cyprus‑based firm providing independent financial planning services focused on structure, clarity, and long‑term decision‑making.
Our approach is centred on planning, education, and analysis — helping individuals and families better understand their financial position, organise their finances, and make informed choices aligned with their personal goals.
What We Do
We provide unregulated financial planning services, which may include:
- Goal‑based financial planning (e.g. retirement, long‑term objectives)
- Budgeting and cash‑flow analysis
- Savings and financial organisation
- Pension and provident fund analysis
- Financial literacy and planning education
These services are designed to give clients clarity and confidence, without product sales or transaction‑driven incentives.
What We Don’t Do
To ensure transparency and avoid confusion:
- We do not provide investment advice on this website
- We do not execute trades or handle client assets
- We do not promote or sell financial instruments
- We do not require clients to proceed to any regulated investment services
Financial planning engagements are standalone, and clients remain free to use these services independently.
Regulatory Status & Transparency
Financial planning services offered through this website are provided by J. Knobel Investor Services Limited as unregulated services under applicable Cyprus law.
Separately and independently from these activities, J. Knobel Investor Services Limited also operates as a Tied Agent of Mega Equity Securities and Financial Services Public Ltd, a Cyprus Investment Firm regulated by the Cyprus Securities and Exchange Commission (CySEC Licence No. 011/03).
Any regulated investment services — including investment advice or order execution — are provided exclusively under the CIF’s license, through separate agreements, disclosures, and suitability assessments, and do not form part of the services offered on this website.
Our Philosophy
We believe that good financial decisions start with:
- Clear understanding
- Honest discussions
- Transparent fees
- No hidden incentives
Our role is to help clients organize their thinking, understand their options, and build a financial framework that supports their life goals — at their own pace and on their own terms.
Who We Work With
Our financial planning services are suitable for individuals who value:
- Structure over speculation
- Planning over product‑pushing
- Transparency over complexity
Clients may be based in Cyprus or abroad and are under no obligation to engage any regulated investment services.
Building Financial Confidence in Our Community
At J. Knobel Investor Services Limited., we believe that financial literacy is the foundation of sound investing. In collaboration with the Career Center of European University Cyprus, we support the Financial Literacy Program, helping young people and future investors gain essential money-management skills and to make informed financial decisions.
Next Steps
If you would like to explore whether financial planning could be helpful for your situation, you may submit a financial planning enquiry.