Charles Merrington | Executive Financial Services

Vision Statement

To ensure that every single client, without exception, has a holistic financial plan in place, covering all elements of the financial spectrum, including tax, short-term insurance, medical aid, life and disability insurance, income protection, Wills, Estate and Investment Planning so as to ensure that both their and their family’s financial futures are secure, and to review and if necessary adjust every one of these plans on an annual basis to ensure they are, and remain, ‘future fit’.

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 holistic financial planning and investment advice designed to help you achieve long-term financial security. Our services go beyond traditional investment strategies, offering life assurance and disability needs analysis, estate planning, and Will drafting all tailored to your unique goals.

Short Term Insurance

Life is unpredictable, but the right cover ensures you’re never left exposed to unnecessary financial loss. Our short-term insurance products are designed to safeguard you, your family, and your business against unforeseen events that could otherwise have been insured against.

Medical Aid & Gap Cover

Healthcare costs in South Africa continue to rise, and unexpected medical expenses can place a heavy financial burden on families. A medical aid plan provides essential cover for day-to-day healthcare needs, hospitalisation, and specialist treatments, giving you peace of mind that your health is protected.

Tax

Paying the correct amount of tax is not always as simple as it seems. One mistake or oversight can cost you significantly. That’s why our Tax Division provides professional tax planning and compliance services to ensure you are fully compliant with SARS while optimizing your tax position.

Regulatory

PAIA & POPIA Manual
Conflicts of Interest Policy
Disclosure Notice

CMEFS Forms

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!!”