James Fern CFP®
Financial Planner & Investment Adviser
James is a Certified Financial Planner CFP® and UK qualified wealth adviser.
Starting his career in Botswana over 20 years ago, James advises clients on investment portfolios and structures for inter-generational wealth.
He holds the Postgraduate Diploma in Financial Planning from the University of the Free State Faculty of Law (South Africa), the Level 4 Certificate in Advanced Wealth Management from the Chartered Institute for Securities & Investment (London, UK), the Certificate in Financial Planning from the Chartered Insurance Institute (London, UK) and has been certified as an Accredited Financial Trainer by the Botswana Qualifications Authority (BQA).
Recommendations for James Fern:
“James is a detail orientated professional, a skilled manager and a person of integrity.” Brian O’Donohue
“James is a most knowledgeable and professional financial planner. He genuinely cares for his clients, takes time to understand their situations and gives expert advice.” – Victoria Morley-Taylor