Protego Wealth Management provides bespoke, face-to-face wealth management services to individuals, families, and businesses. Their core mission is to help clients protect and grow their wealth to achieve their financial goals through long-term, trusted relationships. As a Senior Partner Practice of St. James’s Place, they offer access to a distinctive investment management approach and the backing and guarantee of a FTSE 100 company. Their services cover investment planning, retirement planning, inheritance tax planning, and financial protection.

Founded in

South Africa