James Carvalho

Director Operations

/James Carvalho
James Carvalho 2017-07-14T15:13:53+00:00

James fulfils his passion everyday by helping people achieve financial independence and loves coaching his clients into this new-found freedom. His ability to see the bigger financial picture  has helped his clients and businesses achieve new heights in their financial positions.

James has accrued a wealth of experience in the financial services industry, starting his career at Standard Bank in 1992.  He has since worked for asset management, unit trust companies and business consulting groups before deciding to focus his energies as a full-time Financial Planner and Operations Director at Chartered Wealth Solutions. James has a qualification from the IMM Graduate School of Marketing as well as a post-graduate diploma in Financial Planning Law from the University of the Free State. James is a CERTIFIED FINANCIAL PLANNER ®, a member of the FPI (Financial Planning Institute), the leading independent professional body for Financial Planners in South Africa.

James is married to Mandy and together they are proud parents of pigeon pair, Cody, 6, and Sienna, 1. In his off time, he is all about family and friends and getting on his mountain bike as much as possible. The family’s favourite holiday destination is Mauritius and the bush, and their goal is to see more of our beautiful country. Their short term goal is to take the kids to Disney World in the States.