 |
|
| Firm | Hereford Group |
| Suburb | Sandton |
| Address |
Block B, 37 Peter Place,
Lyme Park,
Sandton, 1724
See Map |
| GPS | -28.0197068, 26.0810776 |
| FSP Licence | 2409 |
| Languages | English, Afrikaans (in order of proficiency) |
 |
|
| Tel | 0118757600 |
| Cel | 27 (79) 501-7797 |
| Website | herefordgroup.co.za |
| Qualifications | |
|
Wealth Planning and Investment Advice Qualification RE-5 Certificate NQF 6 Financial Planning |
|
| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Short-term insurance | |
| Business Assurance | |
| Offshore Investment | |
| Group Schemes | |
FOCUS
Wealth Protection | Retirement Planning | Local and Offshore Investment |Management | Business Assurance | Risk Analysis | Estate PlanningOTHER SERVICES
Fiduciary Services
OTHER COMPANIES REPRESENTED
Stanlib
Companies through which more than 30% of income is derived:
Liberty
What makes the Hereford Group unique is not the kind of financial products we offer. Anyone could sell them, and everybody does.
It’s the solutions we’ll offer you. Because, unlike most others, we understand that you are different. Your financial reality, fears, hopes and dreams are yours alone.
We ask questions before we provide solutions. And we don’t just listen to you – with one ear constantly on the ground listening for the latest changes in the financial sector, we’re always sharpening our skills and broadening our knowledge so that when we do advise you, we’ll be presenting you with the best advice.
With over 25 years of success in growing, managing and preserving wealth, we’re still passionate about creating financial freedom for each of our clients.
It’s what we love to do. And it’s what we’re really good at.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R10000.00 Recurring monthly: R500.00 |
| Remuneration | Fee OR commission |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | > 50 |
| Indemnity insurance | Insurance: yes Value: R10000000.00 |
