Edward J Dalton Financial Services is a family-owned business, based in the Western Cape with offices in Oudtshoorn, Somerset West and CapeTown ,working with clients across the globe.
Our knowledge of financial products as well as advice and Brokerage Service render is based on not only 17 years experience in the management of Investments and insurance portfolios but also on attainment of the necessary formal qualifications as required by the Financial Services Board . We are, therefore, in a position to take informed and carefully considered decisions when it comes to planning your financial future and managing your investments.
Our strategy is to effectively structure your portfolios in such a manner that you invest the minimum amount in risk insurance, without losing effectiveness, to provide for the maximum amount for investment and retirement.
Our brokers are qualified to do Investment Management, Risk Insurance and Short Term Insurance, backed by product providers and asset managers with at least five years track records. We are registered at the Financial Services Board ( FSB: 12244 ) and we are members of the Masthead Financial Advisers Association. As a result of such membership, we are provided with services relative to conformance, practice management and technology. These services not only allow us to operate more effectively and to ensure that new legislation is implemented, but also ensure that the practice maintains its continuity. We are also audited once a quarter, in order to make sure we are fully compliant with FAIS Legislation.
We maintain high standards of independence, integrity, reasonableness, objectivity and confidentiality in the daily performance of our duties. We are bounded by high ethical codes governing professional service and we set high standards of service for ourselves as well as our staff members. You are assured of loyal, confidential and professional service.
“You can't change where you started, but you can change the direction in which you are going.
It's not what you are going to do, but what you are doing now that counts.”
Napoleon Hill