Request an Introductory Conversation

A Simple First Conversation About Financial Planning

An introductory conversation is an opportunity to discuss your situation, understand what financial planning involves, and determine whether our services may be appropriate for you.

This conversation is informational only and focuses on financial planning, not investment products or transactions.

What This Conversation Is Not

To avoid any misunderstanding, please note:

It is not investment advice
It does not involve product recommendations
It does not include order execution or brokerage services
It does not initiate any regulated investment relationship

This conversation relates exclusively to unregulated financial planning services.

What This Conversation Is

The introductory conversation is designed to:

Understand your general financial planning needs and objectives
Explain how our financial planning services work
Clarify scope, fees, and next steps
Answer any questions you may have before deciding whether to proceed

There is no obligation to engage our services following this conversation.

Who This Is For

An introductory conversation may be suitable if you are:

Seeking clarity around your personal finances
Considering goal‑based planning (e.g. retirement, long‑term planning)
Looking to organise cash flow, savings, or pension arrangements
Interested in financial planning without product sales pressure

You do not need to be a client of any investment firm to request a conversation.

Regulatory Clarification

Financial planning services discussed during the introductory conversation are provided by J. Knobel Investor Services Limited as unregulated services.

Separately and independently, 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 require separate agreements, disclosures, and suitability assessments and are not part of the services offered on this website or discussed during this conversation.

If you would like to request an introductory conversation, please complete the form below.

Financial Planning Enquiry

First Name

Last Name

Phone

Do you live in Cyprus?

Yes

What would you like help with?

At this stage, I am seeking:

Financial planning only

Financial planning first, investment services may be considered later

Not sure yet

Anything you’d like us to know?

I understand that financial planning services are provided as unregulated services by J. Knobel Investor Services Limited and are separate from any regulated investment services provided through Mega Equity Securities and Financial Services Public Ltd.

I consent to have this website store my submitted information so they can respond to my inquiry

What Happens Next

After submitting your request:

We will review your enquiry
We will contact you to confirm availability
The scope and nature of the conversation will be explained in advance

If financial planning is not appropriate for your situation, we will let you know.