Three companies accredited as FPI Approved Professional Practice™ firms

By Janice Roberts

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In a recent announcement by the Financial Planning Institute of Southern Africa (FPI), Independent Wealth Managers, BDO Wealth Advisers and Private Client Holdings have been accredited as the FPI Approved Professional Practice™ firms, for meeting the high professional financial standards set by FPI.

“We at Independent Wealth Managers feel honoured to be accredited as an FPI Approved Professional Practice™ firm. We are grateful to have been collectively recognised for our teamwork as it forms the cornerstone of our business,” said the Independent Wealth Managers team.

“Our vision is to be the most respected as well as trusted financial planning and wealth management practice for high net worth clients. We strive to be the leader in independent and objective advice and believe that this accreditation is a vital step towards achieving our vision. We are pleased to be a part of a group of practices adhering to the highest standards of professionalism.”

FPI Approved Professional Practice™ brand is created to serve and further enhance the overall standards of South Africa’s financial planning industry and grow the number of highly qualified financial planning professionals to meet steadily increasing demand for these unique services.

Ricardo Teixeira, Chief Operating Officer for BDO Wealth Advisers commented “Our team of CERTIFIED FINANCIAL PLANNER® professionals across the country are focused on putting our clients’ interests first and work hard to deliver the best level of service. This accreditation distinguishes us from other practices, endorsing our financial planning services as being of the highest global professional standards and ethics.”

FPI’s aim to raise the professional standards and credibility of professional financial planners in the country is significantly building on the work it has done over the years, therefore increasing the number of financial planning practices with the FPI Approved Professional Practice™ brand.

“Private Client Holdings is extremely proud to be recognised as an FPI Approved Professional Practice™. Both brands have been built on the strong value fundamentals of client centricity, professionalism and integrity. The resulting alignment is both a logical and perfect fit,” said Mark MacSymon, CFP®, Wealth Manager at Private Client Holdings.

“The wealth management team at Private Client Holdings continuously strives to find solutions to the various industry challenges and will continue to improve financial planning standards, enabling an enhanced wealth management experience for our clients.”

The three practices join the likes of Ascor™ Financial Advisors, Brenthurst Wealth Management, Chartered Wealth Solutions, Consolidated Financial Planning, Efficient Advise, Netto Invest, Quoin Wealth and The Wealth Corporation to be awarded this brand.

Sherma Malan, CFP®, Head: Member and Corporate Relations at FPI said “We are pleased to have Independent Wealth Managers, BDO Wealth Advisers and Private Client Holdings as FPI Approved Professional Practice™ firms. This is a proud achievement for the three practices and FPI following a stringent approval criteria. We are confident that IWM, BDO and Private Client Holdings will assist in raising the standards of the financial planning industry in South Africa as well as creating the assurance that the quality of service they offer is not dependent on single individuals”.


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