We are thrilled to announce some exciting changes to PWH Wealth Group that I believe will greatly benefit our clients.
We have recently partnered with a global financial planning firm based in the UK, which will allow us to offer professional financial planning and advice across jurisdictions. As a trading style of Global WealthMAP Ltd, we are now authorised and regulated by the Financial Conduct Authority under FCA No: 827170.
We are also proud to announce that Lisa Hughes (Perry), has qualified as a FINANCIAL PLANNING PROFESSIONAL™ in England and Wales, and has obtained a STEP advance certification in UK tax for international clients. This certification enables Lisa to provide global financial plans, assist clients with emigration to the UK, and deal with UK residents.
These changes are a clear indication of the continued growth and success of our forward-thinking financial planning practice, with a fresh perspective and unique approach to compiling your comprehensive financial plan. We hope that this reinforces your trust in our business and assures you that your finances are in good hands.
Additionally, Lisa has embarked on an exciting journey of a hybrid lifestyle, dividing her time between South Africa and the UK. We are proud to share that her son, Matthew, has been awarded a sports bursary to attend Harrow in the autumn.
Further details regarding our refined client offering can be found on our website, which has undergone an exciting transformation at www.pwhwealth.co.za. For our South African clients, Evelyn Doubell continues to run the day-to-day operations and the service remains the same, with the addition of global services for those who are considering a move to the United Kingdom.
We are excited about these changes and the opportunities they present for our clients. As always, we are committed to providing you with the highest level of service and expertise. We thank you for your continued support.
If you have any questions or would like to schedule a consultation, please do not hesitate to contact us.
Best regards,