Tennant Group

Tennant Wealth

Hands-on,
hassle-free investing.

Independent advisors guiding wealth creation, management and protection, locally and offshore, inside tax-efficient diversified portfolios.

Why independent

Not tied to any insurer or asset manager

Because our advice is independent, we can recommend what is genuinely right for you. Our multi-manager approach selects and blends the best managers per asset class, so a single portfolio draws on many specialists rather than betting on one house view.

  • Independent advice, not tied to a single provider
  • Multi-manager blending, the best per asset class
  • Local and offshore options
  • Tax-efficient, diversified portfolios
  • Licensed with the FSCA
An advisor meeting a client

The options

Local and offshore portfolios

01Balanced Investment Portfolios
02Capital Protection Portfolios
03Cash & Money Market Funds
04Endowment Wrappers
05Equity Portfolios
06Interest-Bearing Funds
07Living & Life Annuities
08Preservation of Pension & Provident Funds
09Retirement Funds
10Unit Trusts

Structured financial planning

A step-by-step plan toward your goals, built around your life rather than a product, and reviewed as your circumstances change.

Personal risk protection

Life cover, income protection, critical illness and more, structured so the people who depend on you are protected if life takes a turn.

Samantha Herman

Led by

Samantha Herman

Managing Director, Tennant Wealth

Speak to Tennant Wealth
FSP 48903Licensed with the FSCA