Charles Jones Wealth Management - Beccles

Charles Jones Wealth Management is a financial planning firm located at Address: 35 Blyburgate, Beccles NR34 9TF, United Kingdom. They can be reached by phone at Phone: 1502476133. Their website can be found at Website: charlesjoneswealthmanagement.co.uk.

This company specializes in Financial planner. They offer a variety of services including online appointments, onsite services, wheelchair accessible entrance, wheelchair accessible restroom, and restroom facilities. With 28 reviews on Google My Business, Charles Jones Wealth Management has an impressive average opinion of 5/5.

Charles Jones Wealth Management is dedicated to helping individuals and families achieve their financial goals. They offer personalized financial planning services, tailored to meet the unique needs of each client. Their team of experienced financial planners work closely with clients to develop a comprehensive financial plan that takes into account their current financial situation, future goals, and risk tolerance.

Their services include retirement planning, investment management, estate planning, and tax planning. They also offer insurance services, such as life insurance and long-term care insurance. Their goal is to help clients protect their assets, minimize their taxes, and maximize their returns.

One of the key features of Charles Jones Wealth Management is their commitment to providing online services. They understand that many of their clients lead busy lives and may not have the time to meet in person. As such, they offer online appointments, making it easy for clients to schedule a consultation from the comfort of their own home.

Another important feature of Charles Jones Wealth Management is their wheelchair accessible entrance and restroom facilities. This makes their office accessible to everyone, regardless of their physical abilities. They believe that everyone deserves access to high-quality financial planning services, and they have taken steps to ensure that their office is inclusive and welcoming to all.

In terms of location, Charles Jones Wealth Management is situated in the heart of Beccles, a picturesque market town in Suffolk, England. Their office is easily accessible by car, with plenty of parking available nearby. The town is also well-served by public transportation, with regular bus and train services running to and from nearby towns and cities.

Reviews of Charles Jones Wealth Management

Dale Goffin

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 & Martin Wixey

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 Welch

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 Palmer

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.

Lewis Knight

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 STANNARD

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.

Peter Swann

5/5

Before I reached my (early) retirement age I had been chatting with Callum about my options. Callum invited my wife and I to a no obligation meeting whenever we were ready to look at retirement in detail.
Our initial meeting was over 2 hrs long and the attention to detail and knowledge Callum had was excellent. There was no pressure to sell us anything, it was all about ensuring we had correctly assessed our income and needs for the future. I thought I knew all I needed to know - I didn’t !
Having sent Callum the info he needed we returned a few weeks later for a more detailed review. Callum’s presentation was first class. He explained the graphs and projections in great detail but simplistically and on a decent size monitor not a laptop screen !
Callum wasn’t afraid to discuss, and provide examples of, worse case scenarios which in my case was important to know and understand.
I am confident Callum has optimised our pension incomes and secured our financial futures for the next 20+ years.
The small additional cost of the full service provided by Callum will be saved within the first year of our retirement by utilising one of the many choices explained to us that I didn’t know about !
Without hesitation I would recommend Callum to anyone seeking a caring, dedicated and knowledgeable financial advisor. First class…..

Catherine Fitzpatrick

5/5

I'm really pleased to share my experience with my financial advisor, Callum Swatman, who has proven to be exceptional in navigating and optimizing my pensions and financial future. His in-depth knowledge, strategic insights, and personalized approach have provided me with confidence and clarity. He demonstrated a genuine commitment to understanding my future goals. His professionalism and proactive communication made the process seamless, leaving me reassured about my financial journey. I highly recommend their services for anyone seeking a dedicated and knowledgeable financial advisor.