About

Warwick Wealth is a local and international wealth company known as ‘The Over 50 Specialists’.  Exceptional products, client care and stringent compliance epitomise Warwick, the financial institution with one name, one market and one number.

Established in 2002 as ‘The Over 50 Specialists’, and now operating internationally, Warwick Wealth is focused on its unique products designed exclusively for the over-50 and retirement market.    Total focus on this market ensures that all Warwick Wealth clients have their unique needs met from day one.

The company has four professional product houses, each of which is committed to the continual improvement of all products and services offered to its client base.

INVEST

South African fund and asset management.

COVER

Domestic and commercial insurance for the client’s home, car, contents or business.

TRUST

Will drafting and executorship services.

OFFSHORE

International fund and asset management and related products.

A financial institution with authorised companies in several jurisdictions, Warwick Wealth companies conduct  their own asset management, asset allocation, premium collection, Will drafting, executorship services, as well as extensive client care and client reviews.

PLATINUM CLIENTS

Warwick Wealth’s ‘Platinum Clients’ enjoy rewards for their ownership of products in all four Warwick product houses, such as an investment, insurance policy, Will and offshore fund.  It is simple and highly beneficial to you the client. Talk to your Warwick Specialist, Intermediary, Client Relationship Officer, or visit warwickwealth.com

NETWORKS

Warwick Wealth has two distinct networks through which clients are introduced to the company and all of its products and services.

Professional Network

A nationwide network of Independent Financial Advisors (IFA’s) and other professionals are aligned with Warwick Wealth, via the ‘Warwick Intermediary Agreement’.  Many IFA’s choose Warwick Wealth as their professional succession plan, while others have fully-merged their company into Warwick Wealth, thereby bringing the IFA still further benefits.

Lifestyle Network

Several hundred sports, recreational and social clubs, along with retirement villages and other senior associations make up this established network, again via the ‘Warwick Intermediary Agreement’.  Bowls, croquet, senior golf and many other grass-roots sporting codes and clubs benefit significantly from Warwick Wealth’s sponsorship and support.

To find out more about Warwick Wealth, Platinum Clients, Networks and the Warwick Intermediary Agreement in South Africa, speak to your advisor, visit warwickwealth.com, or contact us directly on

0800 50 50 50

An owner of Authorised Financial Services Providers in South Africa, Mauritius and Guernsey