The Wealth Division is headed up by Charles Merrington, who is ably assisted by Cheneé, Michelle and Arauna.
Charles has more than 24 years of practical experience in the Financial Services Industry, having started out with Prudential Life in 1985. Charles is a member of the Financial Planning Institute having obtained his CFP (Certified Financial Planner) certification in 1995.
Although specializing in offering post retirement investment advice & planning, this combination of experience and qualification enables Charles to offer advice and service in all of the below mentioned additional disciplines:- Personalised Investment Advice
- Pension and Provident Preservation Funds
- Corporate benefit schemes
- Estate planning
- Wills
- Life and disability assurance
- Pre-retirement investment plans
- Medical Aids
In line with the company´s ethos of ensuring that their clients are not exposed to any unnecessary risk, investment or otherwise, only well known and long established "household name" companies are used to house any investment capital or to carry any insured risk.
