Charles James Financial Planning

We are a family-run business with over 30 years of experience providing advice to clients from various backgrounds. Our initial consultation is free for new prospective clients.
  • Mortgages
  • Insurance
  • Protection
  • Savings and Investments
  • Wills and Estate Planning
  • Business and Employee Benefits
  • Pensions and Retirement Planning

Size
Small
Phone
+44 (0)1246 296060
Email
Available in Endole App
Locations
Thorpe House, 9 School Ln, S18 1RY
01246296060
8:30 - 17:30
Digital Popularity
Popularity over time
Social Media
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Doddle
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Company Details
Charles James Financial Planning is operated by Charles James Financial Planning Limited and is a Active company incorporated on 12 August 1999 with the registered office located in Dronfield, Derbyshire. Charles James Financial Planning Limited was registered 26 years ago.

Status
Active
Size
Micro
Directors
4
Age
26 years old
Employees
9
Turnover
Unreported
Total Assets
£614.9K
Cash in Bank
£465.57K
Total Liabilities
-£212.16K

Director • Secretary • British
Director • British • Lives in UK • Born in Mar 1951
Director • British • Lives in UK • Born in Dec 1976
Mr Dean Charlton Thorpe
PSC • British • Lives in UK • Born in Dec 1976
Teams
All
8
Finance
5
Customer Service
3
Support
2
Management
1
Chief Executive Director • Joined Nov 1999
Adviser Support Manager • Joined Jul 2009
Administrative Assistant
Paraplanner • Joined Mar 2012
Independent Financial Advisor • Joined Sep 2014
Mortgage Adviser • Joined Jul 2022
Independent Financial Adviser • Joined Apr 2018
Financial Adviser
Paraplanner • Joined Mar 2012
Independent Financial Advisor • Joined Sep 2014
Mortgage Adviser • Joined Jul 2022
Independent Financial Adviser • Joined Apr 2018
Financial Adviser
Adviser Support Manager • Joined Jul 2009
Mortgage Adviser • Joined Jul 2022
Financial Adviser
Adviser Support Manager • Joined Jul 2009
Administrative Assistant
Chief Executive Director • Joined Nov 1999