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We offer a completely bespoke service to both private and corporate clients. We conduct a thorough analysis of your individual circumstances, requirements, goals and attitudes to produce the optimal solution. Whether you are looking to transfer a UK pension, insure yourself and your family, or ensure your employees have an appropriate benefits package, we will give you independent advice from the entire market place. Our clients are both local and international.
We offer a complete financial planning service for clients who want a trusted, qualified advisor to guide them through the obstacles they might encounter in their own lifetime, and also plan effectively to the benefit of their families for years to come.
Corporate clients include importers and exporters, and companies incurring cross-border payments and receipts. We can assist with spot contracts and forward contract facilities, foreign direct investment applications and other South African Reserve Bank applications. We offer excellent exchange rates and no transaction fees.
Ivory Wealth Management was formed to provide local and international clients with honest, professional service rendered by qualified staff. We often inherit clients who have been misadvised and find themselves holding structures they don’t understand with layer upon layer of unnecessary charges. Our aim is to ensure that you receive the correct advice, benefit from clearly disclosed charges, and experience only the best levels of service and advice. Our entire philosophy is to put you first and provide you with the optimal solution for your needs.
Each of our advisors is either qualified as a Chartered Wealth Manager (Chartered FCSI) or a Certified Financial Planner (CFP), or they are under supervision to achieve this status. Therefore, you can rest assured on receiving the only the best solution, as all advice is reviewed and approved by a qualified professional.
The founder of Ivory Wealth, Andrew Holland, holds a BComm (Hons) from the University of Edinburgh and trained as a Chartered Accountant before becoming both a CFP holder and a Chartered Wealth Manager. Read more…