Independent Wealth Managers

Finance · South Africa · 11-50 Employees

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Overview

Headquarters

Rydall Vale Park Douglass Saunders Dr Un...

Phone Number

+27 871509848

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Independent Wealth Managers

Independent Wealth Managers, founded in 2003 in Durban, offers bespoke financial planning, estate, and investment services to an affluent clientele across South Africa and beyond. The firm prides itself on a highly personalized approach, ensuring a deep understanding of each client's unique circumstances to navigate the complex economic landscape. As an owner-managed, FPI Approved Professional Practice, they uphold high standards of business practices and provide independent financial guidance. Their team of experienced planners, who are members of the Financial Planning Institute of Southern Africa, collaborates to deliver specialized skills and build long-term relationships based on trust.Explore more
Independent Wealth Managers's Social MediaPopular SearchesIndependent Wealth Managers LtdIndependent Wealth ManagersIndependent Wealth Managers PtyIndependent Wealth Managers( PtySIC Code 62,628NAICS Code 52,523Show more

Independent Wealth Managers Org Chart

PhoneEmail
MA
South Africa flag for contact location.

Director | Financial Planner | CFP®️ Professi...

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JV
South Africa flag for contact location.

Director, Financial & Cfp Planner & Professio...

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PK
South Africa flag for contact location.

Paraplanning Manager

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Independent Wealth Managers is experiencing very low activity levels compared to other companies in the Finance sector.

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Independent Wealth Managers Tech Stack

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Frequently Asked Questions Regarding Independent Wealth Managers

What is Independent Wealth Managers's official website?
Independent Wealth Managers's official website is www.iwm.co.za
What is Independent Wealth Managers's Revenue?
Independent Wealth Managers's revenue is $5.3 Million
What is Independent Wealth Managers's SIC code?
Independent Wealth Managers's SIC: 62,628
What is Independent Wealth Managers's NAICS code?
Independent Wealth Managers's NAICS: 52,523
How many employees does Independent Wealth Managers have?
Independent Wealth Managers has 11-50 employees
What industry does Independent Wealth Managers belong to?
Independent Wealth Managers is in the industry of: Finance, Securities Trading
What technology does Independent Wealth Managers use?
Some of the popular technologies that Independent Wealth Managers uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Independent Wealth Managers?
Independent Wealth Managers contact info: Phone number: +27 871509848 Website: www.iwm.co.za
What does Independent Wealth Managers do?

Independent Wealth Managers, founded in 2003 in Durban, offers bespoke financial planning, estate, and investment services to an affluent clientele across South Africa and beyond. The firm prides itself on a highly personalized approach, ensuring a deep understanding of each client's unique circumstances to navigate the complex economic landscape.... As an owner-managed, FPI Approved Professional Practice, they uphold high standards of business practices and provide independent financial guidance. Their team of experienced planners, who are members of the Financial Planning Institute of Southern Africa, collaborates to deliver specialized skills and build long-term relationships based on trust.Read More

What are Independent Wealth Managers social media links?
Independent Wealth Managers Linkedin page Independent Wealth Managers Facebook page
Is Independent Wealth Managers a public company?
Independent Wealth Managers is private company therefore does not currently have an official ticker symbol
See more information about Independent Wealth Managers

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