| Firm |
Stringfellow Financial Services |
| Address |
Cambridge House, 632 First Road, Northwold, Randburg, 2188 |
| Qualifications |
Matric
Associate Financial Planner (AFP)
Fit and Proper Assessment |
| Financial Advisors Fields of Specialisation |
Investment Portfolios - Local and Offshore |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
- Property Finance
- Debt Consolidation
|
Our Managing Director, Thomas Stringfellow (AFPI) has been in the industry for over fifteen years. He is highly respected within the industry and is one of the top investment advisors in South Africa.
He is a registered member of the South African Financial Planning Institute. He has clients worldwide and throughout South Africa. He has worked for large South African institutions like Sanlam, FirstRand and an independent financial services company before starting his own investment consultancy business.
Client Relationship Manager, Leigh Stringfellow has been in the financial services industry for 8 years. She has worked for independent financial advisors and companies such as Momentum Life.
Administration and Client Services Manager, Samantha Dorning has worked in the banking and legal services industry for over 15 years.
Business Development and Retention Manager, Christine Upton has 35 years experience in the financial services industry and has worked for some of the top financial advisors in South Africa.
Nathan Bricknell, our Broker Consultant is currently studying for a BComm Economics and will be visiting all brokers in the Gauteng region to introduce our newly introduced Stringfellow Stable Fund of Funds and offer support in this area.
Warren Bricknell is the Broker Consultant for the Kwa-Zulu Natal region, and will offer support on the Stringfellow Stable Fund of Funds to all brokers in this region.
|
| Companies through which more than 30% of income is derived |
Sanlam |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R250,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
3 - 5 |
