Charles James Financial Planning
Savings & Investments | Pensions & Retirement | Mortgages | Insurance | Protection | Wills & Estate Planning | Business & Employee Benefits
Charles James Financial Planning offers expert, personalised advice to help our clients reach long-term goals with integrity and professionalism.
We are a family-run business with 40+ years of quality, friendly service for people from all walks of life.
Initial Consultation
Our initial consultation is completely free to all new prospective clients as we understand that making financial decisions isn’t always easy.
We know it’s important to have reliable information and guidance before making a commitment.
About Us
Learn more about Charles James Financial Planning and meet the team that will assist you with your situation.
Services
We want to help and as such we offer a free initial consultation to new clients. See what services we offer here.
Discover your retirement income
A. useful tool to help inform conversations around your retirement provision.
Meet the Team
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Dean Thorpe
CEO / Director
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Steve Unwin
Independent Financial Adviser
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Jodie Thorpe
Company Secretary
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Graham Atkin
Adviser Support Manager
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Daniel Johnson
Independent Financial Adviser
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Jack Cohen
Junior Admin Assistant
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Ryan Thickett
Independent Financial Adviser
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Geoff Thorpe
Insurance Adviser
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Daniel Cook
Paraplanner
Contact Us
Visit: Charles James Financial Planning LTD,
9 School Lane,
Dronfield,
S18 1RY
Call: 01246 296060
Email: info@charlesjames.com