
Blog
Insights from the Charles James team
A Money Calendar for 2016
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
Charles James MD, Dean Thorpe, recently spoke about pensions at the Taylor Bracewell seminar in Sheffield. On the agenda were auto-enrolment pensions and recent changes to 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.