Charles James Financial Planning is a family run business consisting of a successful team of Independent Financial Advisors.

We specialise in making you, the client, the most valued part of our business, because at Charles James, your future is our priority.

Dean Thorpe,
CEO,
Charles James Financial Planning

Welcome to our Business

Charles James is a well established family run business with many years of experience in the financial industry; our experience enables us to give quality, friendly and efficient advice to clients from all walks of life. With several younger advisers we are ideally positioned to continue advising clients across all areas of the financial market place for the current and next generation.

We understand that in the current economic climate making a financial decision isn’t going to be easy, as with everything you want some reliable information and guidance before making a commitment. That’s why Charles James offers a free initial consultation to all new prospective clients in order to ascertain how best we can work together.

It’s always a good idea to keep in regular contact with your financial consultant. Arrangements should be made to have a review of your entire investment portfolio regularly and certainly every 2–3 years. Charles James’s main office is based in Dronfield, Derbyshire with a smaller office in Barnsley, South Yorkshire.