As Chairman and co-founder of Chartered Wealth Solutions, Barclay ensures that the company stays true to its vision to be the leading retirement planning business in South Africa.
Early in his career, Barclay found meaning in financial planning through Lifestyle Financial Planning and Financial Life Planning, processes that, for the first time, allowed Chartered to help people merge their money to the plans for their lives successfully. “Now we can focus on what your money is for, balancing return on life and return on investment – ROL and ROI.”
Overseeing the company’s business strategy combined with being the guardian of the company’s philosophy described earlier gives Barclay his sense of purpose. “I am a visionary and an optimist, and I love facilitating change. As we learned early on in the business, being able to grow to meet the changing needs of clients is essential to remaining valuable, relevant and proactive.”
Barclay is married to Jess and the father of Zoe and Thomas. He loves spending time away with his family, reading, swimming and playing a good game of tennis!