CAPE TOWN FINANCIAL ADVISOR

Mr BRIAN WINTER
Mr Brian Winter
MEMBER SINCE 2004
Firm Bay Willow Investments CC
Suburb Cape Town
Address A733 St Martini Gardens 74 Queen Victoria Street Cape Town, 8001
See Map
GPS -18.4291, 33.93506
FSP Licence 6080
Languages English Afrikaans (in order of proficiency)
Email
Tel 0214184257
Cel 082 449 7687
Fax 0865539641
Qualifications
  • Post Graduate Diploma in Financial Planning
  • A member of the FPI - Financial Planning Institute
SERVICES
Retirement
Investments
Estate Planning
Medical schemes
Business Assurance
Offshore Investment

FOCUS

Investment Planning: Local and Offshore
COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

A range of reputable offshore Asset Management Companies and Funds

EXPERIENCE

  • Have been working in the Financial Services Industry for over 30 years in the Life, Employee Benefits and Investment Sectors.
  • Qualified to give advice in the areas of Life, Estates, Business Assurance, Investment and Health Care environments.
  • The firm specialises in the provision of investment opportunities that are appropriate for individuals and businesses - This is achieved through profiling clients correctly to ensure expectations are always met.
  • All recommendations made are fully compliant, conforming to FAIS and FICA and providing the necessary legislative protections.
  • Excellent back office research houses are utlised and only A-rated and approved institutions considered, for client comfort and security.

ABOUT FIRM

Bay Willow Investments CC is a FSB licensed and authorised Financial Services Provider (FSP)

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R200000.00
Recurring monthly: R500.00
Remuneration Fee and Commission
Legal structure of employer Close Corporation (cc)
Number of staff 2
Indemnity insurance Insurance: yes
Value: R2000000.00
LATEST NEWS AND VIEWS
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WHERE THIS FINANCIAL ADVISOR IS BASED
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