Patrick values developing long-term relationships, built on honesty and integrity, with his clients, his friends and his family. This philosophy has earned him the trust and respect of his clients, some associations having endured over 40 years. Such stable relationships have enabled Patrick to deliver RetiremeantTM Plans that meet client expectations and goals.
Patrick has gained a wealth of experience in the financial services industry, starting his career in 1969 with a stock broking company in London. After relocating to South Africa in 1972, Patrick worked for several large life and pension brokerages before becoming a CERTIFIED FINANCIAL PLANNER® professional in 1992.
Patrick started his own financial planning practice in 1993 and was awarded a top 10 finalist out of 130 Financial Planning practices in the SA Best Practice of the Year competition in 2009 – the year that Chartered Wealth won the award. It was therefore an obvious decision for Patrick to move his practice to Chartered Wealth at the beginning of 2015 and his clients continue to enjoy RetiremeantTM planning excellence.
Patrick has been happily married to Wanda for over 40 years and they have a daughter. Patrick loves to travel both locally and overseas; apart from visiting his various timeshares locally, he travels to the Kruger Park at least twice a year for a wilderness trail with his friends and stays at various bush camps with his family. Cruising internationally is another of Patrick and Wanda’s passions.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)