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

Overview of Charles Jones Wealth Management

Located at Address: 35 Blyburgate, Beccles NR34 9TF, United Kingdom, Charles Jones Wealth Management stands out as a premier financial planning service. With a phone number 1502476133 readily available, potential clients can easily reach out for guidance and advice tailored to their financial needs. The company's website, charlesjoneswealthmanagement.co.uk, serves as a comprehensive resource for both new and existing clients to explore the services offered and get in touch with their team of experts.

Key Features and Services

Charles Jones Wealth Management specializes in providing top-notch financial planning services. Their Financial Planner is renowned for their ability to understand and address each client's unique situation. The firm offers a blend of Online Appointments and Onsite Services, ensuring flexibility and convenience for clients regardless of their location or preferences.

Accessibility and Facilities

Understanding the diverse needs of their clients, Charles Jones Wealth Management has made significant efforts to ensure accessibility. Their Wheelchair Accessible Entrance and Restroom demonstrate a commitment to inclusivity. This thoughtful provision ensures that everyone can receive the professional advice they deserve in a comfortable environment.

Client Feedback and Ratings

The feedback from clients speaks volumes about the quality of service at Charles Jones Wealth Management. With 31 reviews on Google My Business, the average rating is a commendable 5/5. Clients consistently praise the advisors for being Helpful, Friendly, and Experienced. Reviews highlight the clarity with which options and advice are explained, as well as the Support Staff's knowledge, friendliness, and helpfulness. It's clear that clients feel their investments are in the safest possible hands.

Recommendation

For anyone seeking reliable financial guidance, Charles Jones Wealth Management is highly recommended. Their approachable, experienced advisors, coupled with their commitment to accessibility and client satisfaction, make them a standout choice in the UK's financial planning sector. Don't hesitate to explore their services further by visiting their website at charlesjoneswealthmanagement.co.uk. Take the step towards securing your financial future with confidence. Contact them today through their website to schedule an online appointment or find out more about their onsite services.

This summary encapsulates the essence of what makes Charles Jones Wealth Management a top choice for financial planning, emphasizing their accessibility, expertise, and positive client reviews. It's an invitation to potential clients to engage with their services and experience firsthand the high standard of advice and support they offer.

👍 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.

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.

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.

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.