Aug 12

Warwick Wealth Merger Partner

Warwick is delighted to announce that well-known Cape Town independent financial advisor Lisa Searle, will be merging her practice, LS Brokers with Warwick commencing 1 August. Established in 2003, LS Brokers has developed an enviable reputation for providing tailored investment solutions to its loyal client base. Announcing the merger, Lisa comments, “It’s a big step to merge your own practice with a larger national wealth manager such as Warwick, particularly after nearly twenty years of building my own client base. But I have known and worked with Warwick for many years and am absolutely confident that the fit is exactly right for me and my clients with respect to financial planning, investment management and client care.”

Warwick Regional Manager, Michael Feinberg comments, “We are absolutely delighted to welcome Lisa and LS Brokers as a merger partner and pledge to provide all Lisa’s clients with the highest levels of compliance and personalised service at all times”.