Caroline Adams

Director


Caroline Adams

CERTIFIED FINANCIAL PLANNER®

“I love being able to distil complex stuff into simpler terms,” says Caroline, and her passion for helping people understand difficult concepts attracted her to Chartered Wealth Solutions.

Caroline was a natural choice for a growing company seeking to establish itself as a leading RetiremeantTM practice. “I was the first person brought into the business to create the Human Resources policies and procedures and establish structures for business operations and compliance. This plays to my strengths, as I love making processes within a business easier for staff and this translates to that ‘wow’ experience for staff and clients,” says Caroline.

As a Director at Chartered Wealth Solutions, Caroline now focuses purely on Human Resources and business flow processes. “It has been exciting to grow the Human Resources function and to move from the must-haves to creating an experience for staff in which they feel supported and can learn from and help each other,” says Caroline.

Caroline holds a BA (Hons) Degree obtained from the University of the Witwatersrand, a Post Graduate Diploma in Management (PDM) from Wits Business School, and is a CERTIFIED FINANCIAL PLANNER® professional. Prior to joining Chartered Wealth Solutions, she completed an internship and subsequently was employed by Liberty in their insurance operations division.

When she is not at work, Caroline loves to spend time with her family. She enjoys cooking and entertaining in a home and garden that she and her husband are continually shaping to reflect their creativity.

Connect with Chartered

Telephone: +27 11 502 2800
Fax: +27 11 502 2812

Email: info@charteredwealth.co.za

Chartered Wealth Solutions is an authorised financial services provider

Chartered House, 2 North Road, Dunkeld West, Johannesburg