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St Lucia
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Financial Advisors
Featured Financial Advisors near St Lucia
Simple Wealth
Services St Lucia
Live the life you want without being anxious about money. We provide life-centered financial planning for busy professionals who want to make smart money decisions with confidence. We do this by taking you through a simple 3-step process. ...
5
5 reviews
by
Sue,
083****080
My experience with Simple Wealth has been Brilliant! Pierre's knowledge and expertises in the finance sector is extensive and topical, he is really good at conveying this information in a way that is easy to understand. I am 100% confident ...
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Say Good Solutions
Services St Lucia
The Smart Approach. Over 20 years of industry knowledge in various Financial offerings...Creative Solutions for your expectations....
5
3 reviews
by
Wazeem,
063****066
Excellent,fantastic, received only the best assistant & solutions, Highly trustworthy & life changing experience
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Singh And Singh Accountants
Services St Lucia
Holistic accountants who take care of all your accounting requirements whilst you focus on growing your business to new heights. We have over 10 years experience in accounting, auditing and tax services. Working with various types of clients ...
4
1 review
by
Happiness,
062****385
The consultant who helped me was patient and it was evident he understood what I needed. The price he gave me was also affordable compared to other service providers.
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Sanlam Sabeena Chetty
Services St Lucia
For all insurance needs..life cover, disability, dread disease. GEPF Annuity Income. (living or life annuities). lUMP SUM investments. For all Life cover, disability cover and dread disease cover. Retirement annuities. living and life annu...
5
1 review
by
LUTCHMEE,
084****668
Sabeena has always provided excellent service. She provided all the information I needed regarding to policy cover. She always responed timeously to my calls and emails.
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MN Financial Services
Services St Lucia
Financial, Auditing, Taxation, Management and related support/financial services. Accounting, Auditing, Taxation, Financial and Business Management and related services with more than 20 years experience across a range of industries including...
5
3 reviews
by
Kamal,
082****399
I have known Malcolm for several years. He assisted with the management of several investment properties that I co-owned with a group of friends. Malcolm managed all financial matters relating to the purchases, letting and sales of all our ...
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Debt Advisor
Services St Lucia
In too deep with Debt? Is it taking over your life? Let us assist! We can help stop the downward spiral and offer real solutions to your debt problems. We also do loans!. Debt advisor helpline can help stop the downward spiral and offer rea...
4.5
2 reviews
by
Sesi,
086****422
Wow! Blown away with the fast service and friendly help from this company. The advisors are really friendly, understanding and helped me get through a big financial problem. Great service. Well done to the team that assisted me.
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Blue Sky Accounting & Tax Services
Services St Lucia
Blue Sky Accounting. Tax. Advisory - Where it all adds up. Blue Sky Accounting & Tax Services is a practice of skilled Professionals and Business Accountant who have mastered the art of effective relationship building in the business sector. ...
5
2 reviews
by
Ona,
079****501
Highly recommended. Best accounting firm I have ever dealt with. friendly and efficient staff. All my enquiries and needs was handled professionally and efficiently.
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Old Mutual Finance
Services St Lucia
Growing and transforming our business to lead in a responsible and sustainable way. For over 168 years, we have provided financial shelter and nourishment to people and businesses. Old Mutual South Africa aims to serve all sectors of the Sout...
0.0
0 reviews
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Successful Property Investors
Services St Lucia
What I do?: I specialise in assisting motivated property sellers sell their homes faster and property investors achieve lucrative returns. Who I work with?: I partner with Property Investors, Auctioneers, Property Brokerages and Property...
4
1 review
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Frequently Asked Questions
Are you looking good financial investments? We’re here to help! Snupit has a list of the best financial advisors in St Lucia that will give you the best advice.
What is included in financial services?
It refers to numerous services in the finance sector. This includes retail and commercial banks, investment banks, venture capital and private equity, accounting, and insurance.
Why do I need a financial advisor?
In modern times, almost everyone has a bank account or uses commercial bank services in their daily lives. Also, if you’re starting your own business, then you will probably need to go to an investment bank and if you have an established business already. In both cases, it’s best to use a financial advisor to help you manage your finances. Or you run the risk of financial losses.
Where can I find a financial advisor?
Snupit has a comprehensive list of financial advisors as well as institutions that provide financial services. From investment banks to insurance, we have everything you need. Browse through the list to find the right person or institution for your needs today.
How to select the right person or institution
It’s not that difficult. All you need to do is look up which institution will cater to your needs, decide a budget and then contact that person or entity. Keep your budget flexible as the service might cost you more than you expected.
What are the service charges?
It depends on the type of service you need and whether you’re going to an institution or an individual.
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116
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Quote requests posted by other customers for financial advisors
Pretoria
Request for Financial Advisors. Currently working as a driver ,but planning to have my own transport business,
Edenvale
Request for Financial Advisors. I’m seeking a financial planner to partner with me actively in managing my personal finances and potential business...
Hout Bay
Request for Financial Advisors. Need advice how to manage my income from investment company
Middelburg - MP
Request for Financial Advisors. - financial services
Richards Bay
Request for Financial Advisors. - financial consultants I would like a quotation for workshops on financial planning and management. Also for one...
Randburg
Request for Financial Advisors. Retired couple who have around R600 000 to invest, and try and pull the interest to live off every month. Their pen...
Johannesburg
Request for Financial Advisors. Hi there ! I would love to get in touch and have a chat about finance, specifically my financial future such as i...
Ladysmith
Request for Financial Advisors. Need a financial management person to help in all my financial situations in my small business. The company has deb...
Hermanus
Request for Financial Advisors.
Centurion
Request for Financial Advisors.
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