John Jervis


John Jervis

CERTIFIED FINANCIAL PLANNER®

John joined Chartered Wealth Solutions in 2010 as a RetiremeantTM Specialist. His background in psychology and education and his own personal life experiences, gives John the perfect foundation to understand his clients' needs and exceed client expectations.

John enjoys his educational role in the lives of his clients. He is a sensitive listener and his sincerity and enquiring mind inspires his clients to share their life stories. His philosophy: “the truth will set you free,” and having his clients’ best interests at heart, ensures that he assists each individual client to achieve a personalised Retiremeant™ Plan.

John joined the Financial Services Industry in 2003 as a Business Consultant, after which he was appointed as Financial Planner and Managing Director of Healthcare at the Gallet Group. He is a CERTIFIED FINANCIAL PLANNER® professional and completed his Advanced Postgraduate Diploma in Financial Planning Law in 2009, specialising in Estate Planning and Risk Management. He is a member of the FPI (Financial planning Institute).

John enjoys an active lifestyle of cycling and participating in triathlons. He is married to Monique and has three beautiful children, identical twins Gregory and Matthew, and Mark.

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