James Carvalho


James fulfils his passion everyday by helping people achieve a successful RetiremeantTM – one where their Financial Plan fully supports the dreams and aspirations they have for their lives. He enjoys coaching clients to see money as an enabler, and his ability to plan holistically, by merging their Life Plan with their Financial Plan, 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 a variety of asset management, unit trust and business consulting groups. When he joined Chartered Wealth Solutions as Operations Director, James focused his energy on being a full-time RetiremeantTM Specialist.

James is a CERTIFIED FINANCIAL PLANNER® professional and is 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.

Johannesburg Office
Tel: +27 11 502 2800
Eastern Cape Office
Tel: +27 41 001 1026
Western Cape Office
Tel: +27 21 001 0048
Connect with Chartered

Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)

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