Who We Are
We, Fidelity Egypt for Consultancy and Training provides unique and creative solutions that exceed our client’s expectations. not only by recognizing clients' business needs but by strictly applying to the professional and ethical principles. We are committed to searching for solutions beyond the traditional ways that are common in our industry
Our services are derived from innovative and creative approaches designed to meet our client’s special needs in order to find unique and tailored solutions that suit their business nature.
Professional and quality services are provided by a highly motivated team and backed by solid partners expertise.
We have created the concept of the permanent financial adviser who assists and advises the client without any remarkable increase in the cost. Being outsider, we will be independent which in turn increase the quality and the objectivity of our services.
Our Vision
To become one of the top three financial & Investment advisory company of choice in the region.
Our Mission
Our mission is to be your partner who can provide you with successful tailored made consultancies and financial advisory with the highest level of integrity service.
Our commitment to the community is an integral part of our business and constitute a prime pillar in our foundation.
ENGAGEMENT METHODOLOGY
We follow six-step processes in full to provide the client with a clear, concise and effective written explanation of which steps are included:
| Financial Advice Process | Related Practice Standards |
| 1. Establish and define the relationship with the client. | 1.1: Inform the Client about financial advice and the Financial Adviser’s Competencies 1.2: Determine Whether the Financial Adviser Can Meet the Client’s Needs 1.3: Define Scope of the Engagement |
| 2. Collect the client’s information. | 2.1: Identify the Client’s Personal and Financial Objectives, Needs and Priorities 2.2: Collect Quantitative Information and Documents 2.3: Collect Qualitative Information |
| 3. Analyze and assess the client’s financial status. | 3.1: Analyze the Client’s Information 3.2: Assess the Client’s Objectives, Needs and Priorities |
| 4. Develop the financial advice recommendations and present them to the client. | 4.1: Identify and Evaluate Financial Advice Strategies 4.2: Develop the Financial Advice Recommendations 4.3: Present the Financial Advice Recommendations to the Client |
| 5. Implement the client’s financial advice recommendations. | 5.1: Agree on Implementation Responsibilities 5.2: Identify and Present Product(s) and Service(s) for Implementation |
| 6. Review the client’s situation. | 6.1: Agree on Responsibilities and Terms for Review of the Client’s Situation 6.2: Review and Re-evaluate the Client’s Situation |