Charles James Financial Planning is a family-run business that provides expert financial advice and guidance to individuals, families, and businesses. With over 30 years of experience, we offer a comprehensive range of services including savings and investments, pensions and retirement planning, mortgages, insurance, protection, wills and estate planning, and business and employee benefits.
Charles James provided exceptional customer service, helped customers secure excellent mortgage and insurance deals, and was highly recommended by many customers.
Dean Hall experienced poor communication and inflexibility, which led to a negative encounter with the company.