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| Firm |
Capital Financial Planning |
| Address |
6 Almeira Road, Meadowridge, 7806
|
| Languages |
English, Afrikaans
(in order of proficiency) |
| Qualifications |
CERTIFIED FINANCIAL PLANNER®
Postgraduate Diploma in Financial Planning
JSE Registered Persons Exam (Equities)
Financial Planning Certificate (UK)
Bachelor of Commerce (Economics)
Member of the Financial Planning Institute of South Africa
Member of the SA Institute of Financial Markets
Member of the Chartered Insurance Institute (UK)
|
| Financial Advisors Fields of Specialisation |
Wealth Management/Creation Practice. Preference towards self employed professionals & business owners. Non-standard, technical advice & queries |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Investment portfolio advice and ongoing management.
Offshore/Foreign currency investments. >br>
Wills, trusts and estate planning.
Domestic/International lending/capital raising.
Banking advice. |
You can follow me on twitter: @shaun_burrow.
|
Private Banker at Fairbairn Private Bank
Senior Relationship Manager at Barclays Wealth
Financial Advisor at Lloyds TSB
Personal Banker at Barclays Bank
|
Shaun started Capital Financial Planning after over 10 years in banking where he specialised in International Wealth Management.
We are a friendly, but professional firm, dedicated to providing outstanding advice and service to our clients.
No enquiry is too small for us. We are happy to assist anyone who is looking for an independent and professional wealth management/creation service.
If you are entrepenerial and own or used to own your own company, then we are most prabably a good fit for you. We don't sell products, but instead focus on providing bespoke solutions for our cliients.
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| Other Companies represented |
Various Int. Asset Managers
Bidvest Bank;
BoE Private Clients;
iTransact (ETF's);
Lloyds TSB International;
Nedgroup Investments;
Prudential;
Sasfin Securities;
Saxo Capital Markets |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
3 - 5 |
