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 Financial Planning Specialist.
