CX Financia
Financial Services Licence & Compliance Specialists
WELCOME TO
"Your Trusted Financial Advisor"
Welcome to CX Financia, a boutique financial advisory firm with a focus on delivering a genuinely client-centred experience while providing a range of business and investor services to corporations and high-net-worth individuals from around the world.
Professional to our core, we know and understand the methodology, regulations, and idiosyncrasies of the global financial industry and, importantly, we know how to deliver optimized solutions to people and organizations while minimizing financial liability and risk and enhancing confidentiality.
Our strengths come from a background in international accountancy, auditing, banking, and stock market operations, and our experience is industry-relevant and compliance-aware.
We bring real value to our clients.
MEMBER OF
"I was very impressed with the level of service provided by CX's team. Even before engagement, they made me feel confident and successful. I wasn't wrong!"
Anna Gottwig
"I gain a whole new perspective on business matters"
Tasos Papageorgiou
"A consulting team that inspires confidence with knowledge, planning and, especially, results. They deliver exactly what they said!"
Chettur Upasani
"Its not easy to find a trustworthy financial advisor that puts the clients interest first. Am glad the search for me is over"
Frolov Luka Ivanovich
"I find myself always keep coming to C.X. Financia for consultation or questions on business matters, especially tax. It seems they have all the answers"
George Georgiou
WE KEEP YOU UP-TO-DATE
Our Latest News & Articles
Compliance Challenges for Today’s Financial Service Providers: Webinar Catch Up
We have often talked about the importance of creating a Strong AML Compliance Culture, and the many challenges firms face in order to comply more efficiently and effectively with ever-changing regulations. Recently, CX Financia Director Xenia Neophytou had the opportunity to participate in a webinar hosted by Taxlinked, the first online community designed and created…
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Establishing Economic Substance in Cyprus
In our last article on Economic Substance, we discussed the role of substance in tax planning and how this has become increasingly significant in the global economy. With many companies establishing a presence in Cyprus to benefit from the island’s favourable double taxation treaties, it is of paramount importance to demonstrate that management and control…
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What is economic substance?
An Introduction to Economic Substance: What is it, and why is it important The 2013 financial crisis altered the global tax landscape, with many countries moving towards greater transparency and additional measures put in place to combat tax evasion and tax avoidance. Many countries, through the exchange of information with their foreign counterparts, have increased…
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The EU and Cyprus’ Long-Term Measures to Boost the Economy Following the COVID-19 Pandemic
This is part II of a two-part series of articles discussing the economic measures proposed by the EU and Cyprus in response to COVID-19. This material was also presented as part of CX Financia’s participation in the June 4th webinar “Global Tax Post COVID-19” organized by Tax India Online (TIOL).” COVID-19’s economic impact on Europe…
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How Did Cyprus’ Measures to Counter COVID-19’s Economic Impact Compare to those Suggested by the OECD & the EU?
This is part I of a two-part series of articles discussing the economic measures proposed by the EU and Cyprus in response to COVID-19. This material was also presented as part of CX Financia’s participation in the June 4th webinar “Global Tax Post COVID-19” organized by Tax India Online (TIOL).” Big bad COVID-19 has led…
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Members of the Cyprus Investment Funds Association (CIFA). Registered Service Provider for the Cyprus Investment Program. Member of the Cyprus-India Association. Our team are Certified Persons in the Public Register of the Cyprus Securities and Exchange Commission (CySEC) and members of ICPAC