Company Information

Get to know Succession Financial Planning - Bartho de Vries

Succession Financial Planning - Bartho de Vries is a professional financial advisory practice based in Pretoria, South Africa, led by Certified Financial Planner® Bartho de Vries. The firm operates under the license of Succession Financial Planning (Pty) Ltd (FSP 41158), a registered Financial Services Provider. Its mission is to help clients achieve their financial goals through a holistic approach that includes comprehensive financial planning, investment management, retirement strategies, estate planning, and risk assessment. The practice emphasizes building long-term relationships with clients by providing objective, tailored advice and expert guidance.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Succession Financial Planning - Bartho de Vries

South Africa

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.