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Eric Lim CFP®, AEPP®

Eric Lim CFP®, AEPP®

District Manager

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location of Eric Lim CFP®, AEPP®Singapore, Singapore

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  • Timeline

  • About me

    With 20 years of experience in personal finance and wealth management, I also specialize in Estate planning and is a qualified Will Writer.

  • Education

    • University of London

      -
      Bachelor's degree Banking and Finance

  • Experience

    • HSBC Life Insurance Company Limited

      Aug 2001 - Jan 2013
      District Manager

    • PreceptsGroup International

      Jan 2008 - now
      Professional Estate Planner

      PreceptsGroup International (previously known as Rockwills Singapore Group of Companies) is an established full-fledged estate and succession planning service provider, covering wills, trusts, estate administration, corporate services and education. Headquartered in Singapore and as a pioneer in providing estate and succession planning services in the region, clients are served by a team of over 600 Estate and Succession Practitioners. We are dedicated to provide comprehensive planning and solutions for wealth distribution, wealth succession, estate administration for families and businesses.Since 2008, PreceptsGroup has grown tremendously in experience and achievements as an Estate Planning Group. It has established a strong and solid foundation specifically in the areas of Succession, Distribution and Management of Wealth.Having build a reputation of reliability, it continues to stand firmly as one of the largest in the industry within the Asian region. It has a track record of writing more than 12000 Wills, and currently holds more than 6000 Executor and Trustee appointments.Together with the related business units within the PreceptsGroup, we provide end-to-end estate planning services covering. Vis mindre

    • Financial Service Manager Association

      Apr 2011 - Nov 2013
      Hon. Secretary

    • Professional Investment Advisory Services Pte Ltd

      Jan 2014 - now
      Financial Services Manager

      A testimony to the strength of our business, efforts of our professionals and most importantly the trust that you have placed with us.Top Financial Advisory Firm in Life & Health Awarded by Aviva Ltd. Year 2012 – 2018Top Assets Under Advice (AUA) FA Firm in Singapore Awarded by iFAST Financial Pte Ltd. Year 2013 – 2018Top Financial Advisory Firm Awarded by Manulife (Singapore) Pte Ltd. Year 2012 – 2015, 2017 – 2018Financial Advisory Firm of The Year Awarded by NTUC Income Insurance Cooperative Limited. Year 2011, 2013 – 2018Top FA Partnership Award Winner in Life Insurance Awarded by Tokio Marine Life Insurance Singapore. Year 2013, 2015 – 2018Fast Moving Companies Award Awarded by SME 100. Year 2017 Vis mindre

  • Licenses & Certifications

    • Associate Estate Planning Practitioner (AEPP®)

      Estate Planning Practitioners Limited

    • FChFP

      Ifpas

    • Certified Financial Planner (CFP)

      FPAS - Financial Planning Association of Singapore

    • Associate Financial Planner

      Certified Financial Planner