Excalibur Wealth (Pty) Ltd
Financial-Services
Company Tagline
Authorised Financial Service Provider FSP 565
Industry Category
Business Keywords
Company Description
Excalibur Wealth (Pty) Ltd is a well-established financial services provider, authorized as FSP 565. Since its establishment in 1999, Excalibur Wealth (Pty) Ltd has been dedicated to serving the high net worth market with fiercely independent investment advisory and financial planning services.
Located at Office 1 & 2, Featherbrooke Business Park, Cnr Falls Road & Riviera Lane, Featherbrooke, Krugersdorp, Gauteng 1746, ZA, Excalibur Wealth (Pty) Ltd is highly regarded and respected by both major institutions and clients. This recognition stems from its strong values-driven culture and consistent track record of always acting in the best interests of its clientele. Excalibur Wealth (Pty) Ltd prides itself on delivering bespoke financial solutions tailored to meet the unique needs of each client.
With a dedicated team, Excalibur Wealth (Pty) Ltd offers a comprehensive suite of services including independent financial advice, investment planning, retirement planning, wealth advice, offshore investments, and estate planning. The firm's commitment to excellence ensures that clients receive the highest standard of professional guidance. We invite the manager of Excalibur Wealth (Pty) Ltd to create a customized and exclusive company showcase and product listing on our platform, to further enhance their market presence and commercial development.
Excalibur Wealth (Pty) Ltd est un fournisseur de services financiers bien établi, autorisé en tant que FSP 565. Depuis sa création en 1999, Excalibur Wealth (Pty) Ltd se consacre à servir le marché des particuliers fortunés avec des services de conseil en investissement et de planification financière farouchement indépendants.
Situé à Office 1 & 2, Featherbrooke Business Park, Cnr Falls Road & Riviera Lane, Featherbrooke, Krugersdorp, Gauteng 1746, ZA, Excalibur Wealth (Pty) Ltd est très apprécié et respecté tant par les grandes institutions que par les clients. Cette reconnaissance découle de sa forte culture axée sur les valeurs et de ses antécédents constants qui consistent à toujours agir dans le meilleur intérêt de sa clientèle. Excalibur Wealth (Pty) Ltd est fier de fournir des solutions financières sur mesure, adaptées aux besoins uniques de chaque client.
Avec une équipe dédiée, Excalibur Wealth (Pty) Ltd offre une gamme complète de services, notamment des conseils financiers indépendants, la planification des investissements, la planification de la retraite, des conseils en matière de patrimoine, des investissements offshore et la planification successorale. L'engagement de l'entreprise envers l'excellence garantit aux clients la réception des normes les plus élevées en matière de conseils professionnels. Nous invitons le gestionnaire d'Excalibur Wealth (Pty) Ltd à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, afin d'améliorer encore sa présence sur le marché et son développement commercial.
Key Personnel / Employees
Compare Companies Side by Side
Compare Excalibur Wealth (Pty) Ltd with 3 companies in Financial-Services
| Comparison Field |
Excalibur Wealth (Pty) Lt...Main Company |
Ashton Thomas Privat...View Profile |
Dalvi Wealth Managem...View Profile |
Lionbridge Wealth Ma...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2016 | 2015 | |
|
Company Size
|
— | 51-200 | 2-10 | 2-10 |
|
City
|
Krugersdorp, Gauteng | Scottsdale, Arizona | Bracknell, Berkshire | Manchester, Lancashire |
|
Country
|
South Africa | United States | United Kingdom | United Kingdom |
|
Skills & Keywords
Comparing with main company
|
13 Total Skills
Financial Services
Investment Advisory
Financial Planning
Wealth Management
Retirement Planning
Estate Planning
Offshore Investments
Independent Financial Advice
Investment Planning
Wealth Advice
Investments
Trusts
Investment Advice
|
6 Total
1 Common
5 Unique
Match
8%
Common Skills:
Financial Planning
Unique Skills:
Financial Advisor
Foundations
High Net Worth
Portfolio Management
Registered Investment Advisor
|
8 Total
1 Common
7 Unique
Match
8%
Common Skills:
Financial Planning
Unique Skills:
Corporate Finance
Life & Health Protection
Pension Planning
Personal Finance
Protection Planning
Savings
+1
|
10 Total
1 Common
9 Unique
Match
8%
Common Skills:
Financial Planning
Unique Skills:
Business Protection
Discretionary Fund Management
Financial Advice
Fund Management
Mortgages
Pensions
+3
|
4
Total Companies2015
Oldest Founded3
Countries34
Unique SkillsSimilar Companies
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Alternative Company Names
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