Why Us
A Client-Focused, People-Centric Team of Wealth Managers
With Private Clients Planner (PCP), you get a progressive team of professionals, motivated by the vision of building a significant long-term relationship with each client.
The team at PCP believes in treating others like you’d treat themselves– with utmost respect, trust and care. This philosophy has been a guiding force in our search for like-minded wealth management professionals and is what drives us to deliver sustainable solutions that puts our clients at the centre of what we do.
Years Experience In Financial and Consulting with Global Businesses
Like you, we believe a ‘better life’ looks different for everyone. We also believe that your life is beyond just finances. Yet, for you to fulfil your life aspirations, the topic of money inevitably comes up.
To help you realise your dreams, we listen to what a better life means to you, customise solutions to reach your life goals, and partner you in your journey towards fulfilling your dreams.
Impacting your life beyond your finances is what drives us to do what we do everyday.
Served by
Professional Financial
Adviser Representatives
At PCP Group, most of our Wealth Managers have attained or are progressing towards their professional certifications, a testimony to the focus on continuing education and professionalism of the team.
All our new Wealth Managers are required to attend a compulsory product trainings, followed by a 3 months practitioners workshop conducted internally to ensure that our clients will receive a consistent level of financial planning advice.