James is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
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| CONTACT NUMBER: | 074 141 9256 / 031 573 8073 |
| ADDRESS: | 10 Torsvale Crescent, Torsvale Park, La Lucia Ridge off Est, 4051 |
| WEBSITE: | https://www.alexforbes.com VISIT WEBSITE |
James Robinson is a distinguished Certified Financial Planner (CFP®) with a robust educational and professional background. He has demonstrated his commitment to the highest standards of financial planning through rigorous adherence to ethics, examination, experience and educational requirements.
James’s international career spans multiple countries, including Mauritius, Italy, Australia and South Africa, displaying his adaptability and global perspective. His tertiary studies include a Bachelor of Commerce in Economics and Management from Rhodes University in South Africa and a postgraduate diploma in Financial Planning from the University of Stellenbosch Business School, where he earned his CFP® designation. James is also a qualified pilot of fixed wing aircraft which he does in his spare time.
Professionally, James has made significant strides in the financial services industry. Since January 2019, he has served as an adviser at Alexforbes – Private Client Wealth in Durban. In this role, he focuses on building a client book of investment and risk services, particularly targeting C-Suite executives. His responsibilities include succession planning, tax, estate, investment and risk management for high-net-worth individuals, families and trusts.
Prior to his current role, James worked as a client adviser at Henley & Partners South Africa, where he was instrumental in expanding the company’s residence and citizenship through investment programs across South Africa and Mauritius. His experience also includes a tenure as a Paraplanner at MetaCapital Pty Ltd, where he gained valuable insights into financial planning, compliance and business development.
Alexforbes is committed to positively impacting lives by reducing financial stress, improving retirement outcomes and creating a positive societal impact. A leading financial services company in South Africa, Alexforbes was established in 1935 and is renowned for its deep expertise in retirement, healthcare and investment. The company provides independent advice and integrated solutions to individuals, employers and retirement funds across Africa, building a trusted brand synonymous with insight, advice and impact.
Listed on the Johannesburg Stock Exchange since 2014, Alexforbes has continuously adapted to meet its clients’ evolving needs. The company aims to be the most impactful provider of financial advice, extending its leadership in administration, retirement, healthcare and multi-management services. A key part of this vision is growing its investment consulting footprint with a focus on environmental, social and governance (ESG) considerations and impact investing.
In 2022, Alexforbes rebranded, simplifying its name from Alexander Forbes to Alexforbes. This rebranding reflects a strategic shift towards a more inclusive and accessible market position, aiming to better connect with individual clients and enhance digital engagement.
At the core of Alexforbes’ mission is its customer value proposition: to pioneer insight, deliver high-quality advice and provide tailored solutions that empower clients to make informed decisions. Ultimately, helping clients achieve a secure and confident financial future is at the core of what we do.
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