Charles James Financial Planning - Dronfield

Address: Thorpe House, 9 School Ln, Dronfield S18 1RY, United Kingdom.
Phone: 1246296060.
Website: charlesjames.com.
Specialties: Financial consultant, Business management consultant, Financial planner, Home insurance agency, Web hosting company.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4.7/5.

Location of Charles James Financial Planning

1246296060

Charles James Financial Planning is a reputable financial consulting firm located at Thorpe House, 9 School Ln, Dronfield S18 1RY, United Kingdom. You can reach them via phone at 1246296060 or visit their website at charlesjames.com.

This company specializes in financial consulting, business management consulting, financial planning, home insurance agency, and web hosting company. They offer a wide range of services, making them a one-stop-shop for all your financial needs. Whether you're an individual looking to plan for your future or a business seeking expert financial management, Charles James Financial Planning has got you covered.

One of the standout features of Charles James Financial Planning is their accessibility. They offer on-site services, and their location has wheelchair-accessible parking, entrance, seating, and toilet facilities. Additionally, they have toilets available for all customers. It's clear that they value inclusivity and are committed to providing excellent service to everyone who walks through their doors.

Charles James Financial Planning has received rave reviews from their clients, with a 4.7/5 average rating on Google My Business from nine reviews. This is a testament to their expertise, professionalism, and dedication to providing top-notch service.

If you're looking for a reliable financial planning firm, Charles James Financial Planning is an excellent choice. Their team of experienced financial consultants and business management experts can help you achieve your financial goals and provide you with peace of mind.

Reviews of Charles James Financial Planning

Charles James Financial Planning - Dronfield

Rachel Parnham

5/5

I had a fantastic meeting with Charles James (Daniel) to help me navigate my past work pensions, fully utilising my small stocks and shares ISA and also giving me a plan for the next couple of years towards becoming mortgage free. If you want to get in control of your finances and ensure you're making the most of them I cannot recommend Charles James highly enough to be able to help you. Customer service at it's finest!

Kate Bottomley

5/5

Charles James were brilliant in helping me and my partner get our mortgage for our first home. Daniel was so helpful and explained everything fully, which took the stress away. I would 100% recommend their services and will be using them again in the future!

Clare Burke

5/5

Absolutely excellent! We worked with Jack who was friendly and very knowledgeable. He went out of his way to help us when complications came up, and was very approachable when we had questions. 100% Recommend!

Anna Fenn

5/5

We have been using Charles James for many years. They automatically send us our annual house insurance quote (the best deal available) without us even thinking about it.
We have done everything through them, both our Life Insurance policies , Pensions and Wills.
We have always asked them to sort us the best Mortgage. Just recently Ryan Thickett has worked so hard to get us our new mortgage offer secured and house survey done on a house we wanted to buy in less than 3 weeks, which has been incredible.

We would always recommend this family run business 100%

Leanda beeden

5/5

Used Charles James when sorting out our first mortgage. Would highly recommend. Fantastic service.

Harlea Spencer

5/5

Would highly recommend Charles James. They were thorough, efficient and easy to talk to when sorting our mortgage

Dean Hall

2/5

Following a discussion with Charles James I agreed to make a few amendments to my review:

During initial visit appeared very professional and my intention was to make annual pension contributions, this all changed when I questioned the £600 it would cost me for Charles James to make an online payment I can do myself in seconds [edit, I spoke to other IFA’s, general view is that they would reduce the cost for these contributions as no specific advice is required, there is no flexibility with structure in place with Charles James]

Professional relationship deteriorated from this point. Had to chase my annual pension report, when questioned they advised they only made £23 so wasn’t worth their time [edit - explained during call that the complexity of an account with personal contributions and initial investment make this complex to review, I can accept this as an explanation but wonder if it would still be deemed “complex” if I had a much larger sum initially invested and still made my own regular payments, also explained that they thought I had taken over self management of the pension and weren’t aware that they were still receiving management fee, not sure I fully agree with this but can accept a misunderstanding as we had exchanged emails where I stated I may move the management of my pension]

I have worked as a consultant in financial services for over 15 years and the treatment from Charles James due to poor communication and inflexibility are not to the standard I expected

My recommendation would be to avoid, there are plenty of IFA’s who will look after you however everything did start on a very positive note so maybe I just had a bad experience here.

Gareth

5/5

First rate service