James Carvalho

Director and CERTIFIED FINANCIAL PLANNER®

/James Carvalho
James Carvalho 2017-11-14T12:54:55+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 often their businesses in fulfilling their potential.

James has accrued a wealth of experience in the financial services industry, starting his career at Standard Bank in 1992.  He then worked for asset management and unit trust companies, and business consulting groups. When he joined Chartered Wealth Solutions, James focused his energies on being a full-time Financial Planner and Operations Director. James is a CERTIFIED FINANCIAL PLANNER® and a member of the FPI (Financial Planning Institute). He has a qualification from the IMM Graduate School of Marketing and a post-graduate diploma in Financial Planning Law from the University of the Free State.

James is married to Mandy and they are proud parents of Cody and Sienna. In his leisure time, James spends time with family and friends and riding his mountain bike as often as possible.

You can contact James at Chartered House in Johannesburg on 011 502 2800 or via email james@charteredwealth.co.za