The company is a licensed and authorised Financial Service Provider regulated by the Financial Services Board in terms if Section 8 of FAIS (Financial Advisory and Intermediary Services) Act 2002. Our license number is 15207. Additionally, we are required to comply with FICA (The Financial Intelligence Centre Act) and our compliance with these regulations is overseen by Moonstone, Compliance and Risk Management services.
Our purpose is to care for our clients with true professionalism, with the Brokers always offering sound and impartial advice. We are proud of our independence and freedom to introduce products offered by a wide and varied selection of Product Providers. Such products may cater for the risk requirements of life, disability and serious illness or the provision of health planning. Short term solutions will be recommended when necessary.
While we maintain our close relationships with management of the leading collective investment schemes, the growth in our client base together with assets under management has allowed us to enter into a formal arrangement with MitonOptimal Investment Managers. This exciting development allows us to offer more competitive cost structures to our clients in our continuing efforts to reduce the fees of investment.
Estate planning is an essential function of our service together with the drafting of Wills.
MEET THE TEAM
(Senior Financial Advisor and owner)
RICHARD ALFORD has a Bachelor of Commerce Degree. He began his financial career joining Appleton Asset Management as the National Broker Manager in 1995. Owning his own business, since 2003, has allowed him to fulfill his ambition of taking responsibility for the management of investments and providing a truly personal service to his clients.
Richard is meticulous in his ongoing study of markets and financial comment. He maintains personal contact with the senior management at the major asset management institutions thus ensuring a continuous understanding of prevailing market conditions.
Richard is the president of the Fish Hoek Surf Lifesaving Club. The club, now in its 50th year, provides a significant service to the general community, young and older included and is the reigning Western Province and National Competition Champions.
(Junior Financial Advisor)
Jayden graduated with a Bcom from UNISA in 2013 after attending Fish Hoek High School. Joined Chalford Wealth in 2014 as a junior financial advisor.
(Head of Administration)
Ereca has provided the excellence in the administration of our business that is so essential to its success. She joined us in 2005 with experience in both life insurance and short term procedures.
Courtney graduated with a Bcom degree from Unisa in 2016 after attending Springfield Convent. She joined the Chalford Wealth team in 2017 as an Administrator.
SUSAN MC CREADY
Susan Mc Cready is a Tax specialist with many years of experience in local and International Tax laws. Susan has a BSC degree along with he Chartered Accounting qualification. She worked at KPMG for 10 years before joining Chalford Wealth Management.
Holding a Higher Education Diploma, Janeen has some 22 years of practical wisdom acquired as the principal of Rynfield, Benoni and Fish Hoek Primary Schools. She is invaluable as the overseer of our collective endeavours.
Nikki is another relative newcomer to the team having gained considerable experience in sports marketing and event management.
Ben keeps our offices and grounds in pristine condition.