Mr. Wilfred Ling runs his own professional financial planning practice. As he is neither an employee of any financial institutions nor a tied-agent of any insurance companies, clients can have greater confidence of obtaining unbiased and objective advice.
His core competence is in financial advice and planning. If he is an employee or a tied-agent, he will not be allowed to provide holistic and unbiased financial advice to his clients. An employee - such as a relationship manager working for a bank - is required to maximize the profits of his or her employer. On the other hand, tied-agents legally represent the interest of his/her insurer under the law of agency. Tied-agents are prohibited by law to put the interest of their clients above their insurers.
To provide a holistic and comprehensive suite of financial planning services, he works with a large team of professionals and financial institutions. However, he will NOT work with companies which impose a sales quota. In this manner, clients are able to access a large range of financial planning services and products all “under one roof”. The following is the full list:
| Company | Remarks |
|---|---|
| Promiseland Independent Pte Ltd | Holder of Financial Adviser's Licence |
| Navigator Investment Services Limited | Holder of Capital Markets Services and provides large range of unit trusts. |
| iFAST Financial Pte Ltd | Holder of Capital Markets Services and provides large range of unit trusts. |
| Financial Access Made Easy (FAME) – Phillip Securities Pte Ltd | Holder of Capital Markets Services and provides large range of unit trusts. |
| Rockwills Corporation Pte Ltd | Professional will writing company. |
| Rockwills Trustee Limited | Holder of Trust Business License. |
| Special Needs Trust Company | Providing trust services for persons with special needs. |
| AIA Singapore Pte Ltd | Insurance. |
| AVIVA Ltd | Insurance. |
| AXA Life Insurance Singapore Private Limited | Insurance. |
| China Life Insurance (Singapore) Pte Ltd | Insurance. |
| Generali International Limited, Singapore Branch | Insurance. |
| Friends Provident International Ltd | Insurance. |
| Life Insurance Corporation (Singapore) Pte Ltd | Insurance. |
| Manulife (Singapore) Private Limited | Insurance. |
| NTUC Income Insurance Co-Operative Limited | Insurance. |
| Old Mutual International | Insurance. |
| Tokio Marine Life Insurance Singapore Ltd | Insurance. |
| Transamerica Life Bermuda Ltd | Insurance. |
| Aberdeen Asset Management Asia Ltd | Asset Management |
| Allianz Global Investors Singapore Ltd | Asset Management |
| Amundi Singapore Ltd | Asset Management |
| Aviva Investors Luxembourg | Asset Management |
| BlackRock (Luxembourg) S.A | Asset Management |
| BNP Paribas Investment Partners Singapore Limited | Asset Management |
| Eastspring Investments (Singapore) Limited | Asset Management |
| Deutsche Asset Management Asia Ltd | Asset Management |
| Eastspring Investments (Singapore) Limited | Asset Management |
| Fidelity Worldwide Investment | Asset Management |
| First State Investments (S) | Asset Management |
| Fullerton Fund Management Company Ltd | Asset Management |
| Henderson Global Investors (S) | Asset Management |
| HSBC Global Asset Management (Singapore) Limited | Asset Management |
| ING Investment Management Asia Pacific (Singapore) Ltd | Asset Management |
| JP Morgan Asset Management (Singapore) Limited | Asset Management |
| Legg Mason Asset Management Singapore Pte Limited | Asset Management |
| Legg Mason Global Funds Plc | Asset Management |
| Lion Global Investors Limited | Asset Management |
| Manulife Asset Management (S) Pte Ltd | Asset Management |
| Natixis Global Asset Management | Asset Management |
| Nikko Asset Management Asia Limited | Asset Management |
| Old Mutual Global Investors | Asset Management |
| Phillip Capital Management (S) Ltd | Asset Management |
| Pimco Asia Pte Limited | Asset Management |
| PineBridge Investments Singapore Limited | Asset Management |
| Russell Investments Limited | Asset Management |
| Schroder Investment Management (S'pore) Ltd | Asset Management |
| Templeton Asset Management Ltd | Asset Management |
| Threadneedle Investments Singapore (Pte) Limited | Asset Management |
| UOB ASSET MANAGEMENT LIMITED | Asset Management |
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