Charles Merrington | Executive Financial Services

Welcome to Charles Merrington Executive Financial Services

We are an independent family owned South African Financial Services Provider, operating since 1985.

We provide a broad range of financial services to both individual and corporate clients.

We operate locally, nationally and internationally.

Wealth Management

We provide our clients with holistic investment advice along with the provision of other value add services, such as analysing life assurance and disability needs, estate planning and the compilation of Wills.

Short Term Insurance

We offer Short-term insurance products to protect our clients from suffering unnecessary financial loss in the event of an unforeseen event occurring in their lives, which event could otherwise have been insured against.

Tax

No matter what you might have heard to the contrary, paying the right amount of tax is not as simple as SARS would sometimes have you believe. One mistake or oversight could end up costing you dearly. This is why we provide a professional income tax service to the public to ensure that you are neither paying too much, nor too little tax.

Regulatory

PAIA & POPIA Manual
Conflicts of Interest Policy
Disclosure Notice

What our clients say . . .

Herman & Merlyn

“We wish to thank Charles Merrington and all his friendly staff, for their very hard work, their constant support, friendship and expert advice in what has been a major tax problem.”

Renee

“Your sound advice to me regarding investments when I retired at the end of 1993 has been the most fruitful in its’ rewards. I look forward to my continued association with your financial services.”

Louise

“Thank you Michelle, Charles and Integresure for all the kindness and help. We really appreciate it from the bottom of our hearts. We are now the proud owners of an Isuzu 280D which without you would have not been possible”

Sid & Margie

“Sid and I would like to say a very big thank you for sorting out all our financial affairs and taking so much time to explain everything. All this has been worrying us so much for such a long time and we have peace of mind now knowing that everything is in your capable hands.”

Craig

“This is just to express my appreciation for all your hard work, to sort out my portfolio and to organise my finances so as to get a monthly income to survive on. Many, many thanks.”

Marion

“Just a note to say “Thank you” for advising me all those years ago to take out a Retirement Annuity. Apart from the tax benefit it gave me at the time, the extra pension now is going to be very much appreciated”

Pat

“Dear Charles, Thank you so very much for the latest investment plan and for always being so kind, helpful and patient. Without you, your staff and intelligence I think I’d be a pauper by now!!”