Who are Charles James Financial Planning?

With financial expertise going back over many years, Charles James have become trusted and respected independent advisers to people from all walks of life. We are a family run business which prides itself on the friendly and efficient service we give our clients.
With two younger advisers fully trained and established, we are ideally positioned to continue advising clients across all areas of the financial market place for the current, next generation and beyond...

How Much Will a Financial Review Cost?

We understand the concerns people have when making financial decisions. If you were buying a car you expect some information before you have to make the initial deposit or committment. With this same principle in mind we offer a free initial consultation to all new prospective clients in order to ascertain how best we can work together.

How Often Should I Meet With a Financial Consultant?

Its always a good idea to keep in regular contact with your professional financial consultant. If you have an investment portfolio then arrangements should be made to review the portfolio on a regular basis and certainly every 2-3 years. We suggest that an overall financial review of your arrangements including what you already have in place, should be carried out particularly if plans were made 7 years or more ago – rules and times change.