James Guimaraens

BCom, CFP®, Director

James has a BCom and is a Fellow of the Institute of Life and Pension Advisors (FPI). He is also a CERTIFIED FINANCIAL PLANNER® professional and has written the specialist exams for both Estate Planning and Portfolio Management. James started his financial services career with Fidelity Asset Management in the UK. On his return to South Africa he joined M Cubed Capital for a short period, before joining Alexander Forbes Financial Planning Consultants in January 2000. During his career at Alexander Forbes his responsibilities included consulting to corporate clients and providing ongoing private wealth management advice to a sizeable client base.
James was a member of the FPC Investment Committee, with offshore portfolios his specific responsibility. He was also a regular contributor to the Alexander Forbes/Sunday Times Moneyclub. James is married to Lisa, and has two sons; Sebastian and Benjamin. He is passionate about his hobby, restoring and maintaining classic Jaguar motor cars.

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