Charles Jones Wealth Management - Beccles

Address: 35 Blyburgate, Beccles NR34 9TF, United Kingdom.
Phone: 1502476133.
Website: charlesjoneswealthmanagement.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible restroom, Restroom.
Opinions: This company has 31 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Charles Jones Wealth Management

☎️1502476133

⏰ Open Hours of Charles Jones Wealth Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Charles Jones Wealth Management: A Leading Financial Planning Firm in United Kingdom

Located at 35 Blyburgate, Beccles NR34 9TF, United Kingdom, Charles Jones Wealth Management is a renowned wealth management firm that specializes in providing top-notch financial planning solutions. Established with the mission to help clients secure their financial future, the company has carved a niche for itself in the industry. Their commitment to excellence, personalized service, and customer satisfaction has been the driving force behind their success.

Specialties and Services

Financial Planner: Charles Jones Wealth Management offers comprehensive financial planning services tailored to meet individual needs and goals. Their team of experienced professionals works closely with clients to develop customized strategies for saving, investing, and retirement planning.

Other Points of Interest

Online appointments: The firm provides the convenience of scheduling appointments online, making it easy for clients to seek financial advice at their preferred time.
Onsite services: Charles Jones Wealth Management offers personalized, face-to-face consultations to ensure a thorough understanding of clients' needs and aspirations.
Wheelchair accessible entrance and restroom: The office is designed to cater to the needs of all individuals, including those with mobility issues, ensuring a comfortable and accessible experience for everyone.

Company Reviews and Opinions

With a stellar 5/5 average rating based on 31 reviews on Google My Business, Charles Jones Wealth Management has consistently delivered exceptional service to its clients. Clients often praise the firm for its friendly, experienced, and knowledgeable staff who listen to their needs and provide clear, sound advice every time. The support staff is also highly appreciated for their helpful and friendly demeanor.

"Very helpful, friendly, experienced financial advisor. Listens to clients' needs and desires. Options and advice are clearly explained. Good, sound advice is given every time. Support staff is also knowledgeable, friendly and helpful. Your investment could not be in safer hands," states a satisfied client.

Why Choose Charles Jones Wealth Management

Charles Jones Wealth Management stands out in the industry for its dedication to personalized service and excellence. The firm's commitment to helping clients secure their financial future is evident in their customized strategies and comprehensive planning services. With a team of experienced professionals, state-of-the-art facilities, and a strong focus on customer satisfaction, Charles Jones Wealth Management is the ideal partner for anyone seeking expert financial advice.

Final Recommendation

If you are searching for a reliable and experienced financial planning firm, look no further than Charles Jones Wealth Management. With their exceptional track record, personalized service, and commitment to helping clients achieve their financial goals, they are the perfect partner for your wealth management needs. Visit their website at charlesjoneswealthmanagement.co.uk to learn more about their services and schedule an appointment today.

Phone: 1502476133

👍 Reviews of Charles Jones Wealth Management

Charles Jones Wealth Management - Beccles

John R.

5/5

Very helpful friendly experienced financial advisor. Listens to clients need and desires. Options and advice clearly explained. Good sound advice given every time. Support staff also knowledgeable, friendly and helpful. Your investment could not be in safer hands

Dale G.

5/5

Charles Jones Wealth Management has expertly looked after our finances for over 6 years now providing a very welcoming friendly, yet very professional service. We have great trust and received good up to date advice with re-mortgaging to help our daughter purchase her first home as well as our pensions and investments with St.James Place which we are very happy with.
Charles Jones has passed on his knowledge and passion to his younger colleague Callum Swatman who has worked very hard and now taking on his own clients.
On our recent visits we have been looked after by Callum whom is very approachable and equally very knowledgeable, he has gone above and beyond to help us to ensure that our pensions are in good shape for our future retirement. We are now very happy to have them both available to support us when required.
Charles Jones, Callum Swatman and their team are highly recommended.
Karen and Dale Goffin

Julie &. M. W.

5/5

Excellent service, good communication - Callum conducted a full and thorough review of my various pensions and provided a comprehensive summary of my financial situation. He advised the best way forward and handled the seamless transfer from my current pension provider to the recommended scheme. I understand that part of Charles Jones Wealth Management’s service is a regular review of my pensions to ensure the recommendations remain unchanged and I look forward to a long and beneficial association with the company.

Colin W.

5/5

Very friendly and helpful staff. Callum has exceeded our expectations in helping us sort out our pensions. He has kept us updated regularly and chased companies when necessary. We would thoroughly recommend Charles, Callum Emma and Hannah.

Danny P.

5/5

Callum was exceptional in helping me with my pension and finances. He went above and beyond to help me in other areas also. Very professionally run business along with Charles whom I had my initial meeting with. Very thorough and have put my mind at ease. Would highly recommend.

Glenn F.

5/5

I had the pleasure of working with Charles Jones as my financial advisor, and I couldn't be more impressed. His extensive knowledge, professionalism, and, above all, honesty, set him apart.

Charles seamlessly collaborated with my accountant, simplifying the entire process. Even my accountant was impressed with Charles's insights. The overall experience was outstanding, making me confident about our financial strategies.

I eagerly anticipate continuing this successful partnership with Charles. If you're seeking a trustworthy and knowledgeable financial advisor, Charles Jones is the one to choose. Highly recommended for his expertise and commitment to client satisfaction!

Lewis K.

5/5

Excellent service from Callum. Very professional and always happy to help on any financial topic. Initial consultation was offered with no pressure to use the service, as well as a detailed overview and explanation of how my finances could shape up in the future - all at no cost!

ALAN S.

5/5

I would recommend this company to any of my friends and family looking for financial advice. I had questions regarding my pensions and Callum kept me in touch throughout the process. I found him very helpful, thorough and trustworthy.