Planning your finances for the coming year may seem daunting, but by concentrating on one month at a time, things become much simpler.
Auto-Enrolment and Pension Flexibility
How It All Began
A small, quiet dinner was recently held celebrating 30 years since the inception of the original business that became Charles James Financial Planning Ltd. Below are extracts from a speech that Founding Director Bob Thorpe gave reflecting on 40 years personal history in the financial services business as well as the 30 year evolution of Charles James.