We are Financial advisors. We are Wealth Managers. We are Wealth-Centric
To each project, we bring enthusiasm and excitement. We bring trust and professionalism. We do everything we can to ensure that our clients are not just clients but part of the team that we work with.
Wealth Centric Limited is a private company incorporated in December 2013. Wealth Centric [WC] is a diversified financial services company designed to facilitate and increase the utilisation of financial solutions needed by individuals and companies alike. WC’s business model employs unique partnerships for unlimited business and financial solutions aimed at creating market synergies for a wide variety of clients. WC’s core services include financial literacy, financial advisory and training services, insurance agency, and business development support.
Our team talent is everything to us - it defines our culture, processes and the environment. We focus on the work of smart people who uphold our values and create new opportunities for our customers, clients and users.
BERNICE MVANO
Managing Partner
Ms Mvano is the Executive head of WC responsible for the day to day running of its business and overseeing all the functions that assure the effective pursuit & furtherance of WC’s objectives.
JANE OKELLO
Director Business Development
Jane Okello is one of the founding directors of Wealth Centric Limited. She is responsible for business development and analysis as well as marketing Wealth Centric’s services.
DOROTHY ACHIRO
Administrator
Dorothy provides accounts and client relationship management services, and also ensures that that the day to day running of Wealth Centric’s operations go on smoothly.
Our History
Nov 5, 2014
Authorised Agents of Liberty Insurance and Stanlib Uganda
Wealth Centric becomes an authorised agent of Liberty Life Assurance and Stanlib Uganda.
Aug 12, 2014
BOU/GIZ Certified Trainers
Wealth Centric Limited becomes a certified trainer of the Bank of Uganda and GIZ financial literacy program.
Dec 9, 2013
Wealth Centric Limited Incorporation
Wealth Centric Limited is incorporated as a private limited company designed to increase financial awareness and utilisation of financial solutions needed by individuals and companies alike.
Our Skills
People Skills95%
Analytical Skills80%
Ability to Synthesise100%
Financial Analysis90%
Risk Assessment & Analysis86%
Clients Feedback
Wealth Centric Limited turned out to be just what i was looking for. I needed someone who would help me find the right investment, but also help me with the right financing structure. Everyone i dealt with was friendly and customer focused, the staff know what they are doing. I have already started recommending them to friends considering to invest their savings wisely and would recommend meeting with them of anyone considering it.
Sean Budeyo- Technical Director - Techware Logistics
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Jason- Designer
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