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James Lea Financial Advisors Durban  

"It's not always about taking out additional investments and/or products. Sometimes its about boxing smarter with what you already have in place"
5
2 reviews
  • pro verified Pro Verified
  • 67 Years in Business
  • 800 Employees
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Reviews

Excellent
by Francois083****881 verified 27 November, 2023

Great advice and service from James Lea related to life cover and retirement planning!

Excellent
by Michelle082****660 26 November, 2023

Advise on policies. Sound and thorough advice explained in a manner that was easy to understand. Very approachable and professional.

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About Us

I thoroughly enjoy all things finance. Specifically troubleshooting clients finances to achieve the most efficient outcomes.

I enjoy meeting and interacting with new clients.

Services Provided

Estates And Trusts, Financial Advisors, Insurance, Investments, Medical Aid, Pension Funds

Work Focus

financial advice, investment services, life insurance, wills, estate planning, short term insurance, disability cover, retirement investments, wills and trusts, trusts, retirement annuity, wills and estate, gap cover, short-term insurance, pension brokers, investment management

Business Hours

Open: 24 hours a day, 7 days a week

What training and/or membership affiliations do you have that relates to your work?

(CFP) Certified Financial Planning Professional Post Graduate Diploma in Financial Planning Bachelor of Commerce (Accounting)

Who are some of your customers and can you provide traceable references?

Should you require references from existing clients I'd be happy to supply contact details of clients.

Do you provide any guarantee of your workmanship and/or services. If yes, please share the details here.

Should you require references from existing clients I'd be happy to supply contact details of clients.
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ADDRESS
23 Overport Drive, Durban - 4001
WEBSITE
https://www.platinumconsulting.co.za/ Claim ListingReport Error
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