STELLENBOSCH FINANCIAL ADVISOR

ROY CAMPBELL
 Roy Campbell
Firm Integritas Wealth Management
Suburb Stellenbosch
Address 1 Vygie Street, Welgevonden Estate, Stellenbosch, 7599
See Map
GPS -18.852070, 33.901737
FSP Licence 52473
Languages English (in order of proficiency)
Email
Tel
Cel 27 (83) 798-2312
Website www.integritaswealthltd.com
Qualifications
CII Level 4 Diploma in Regulated Financial Planning and RE1 and RE5
SERVICES
Retirement
Investments
Life and Disability
Offshore Investment

FOCUS

Retirement Planning.Local and Offshore Investments. Life, Critical Illness and Disability Cover.

OTHER SERVICES

I am a QROPS specialist. I assist British expats to reduce their charges and achieve better growth with their offshore pensions.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

RL360, Stanlib, Old Mutual International Overseas Trust and Pension Momentum International, Overberg and Strategic Capital Discretionary Fund Managers.

EXPERIENCE

Roy has 24 years of experience as a financial adviser and Manager in financial services. Roy is the CEO and Founder of Integritas Wealth Management, a company that provides bespoke financial solutions to high-net-worth individuals and families. Roy hold's a Level 4 Regulated Diploma in Financial Planning (DipPFS) from the Chartered Insurance Institute of London, and is certified in financial regulation, ethics, and investment principles and risk. Roy has always prioritised having the clients best interests at heart.

ABOUT FIRM

Based in Cape Town South Africa, Integritas Wealth Management is a leading boutique wealth management firm that focuses on offering their clients bespoke financial products that allow them to diversify their investments and grow their money offshore and in local markets.

Your Financial Success Is Our Priority,
The Difference Is Visible – Roy Campbell Founder and CEO

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R100000.00
Recurring monthly: R1000.00
Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff 1
Indemnity insurance Insurance: yes
Value: R1000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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