We are an established, family run business with over 30 years’ experience delivering quality, friendly and efficient advice to clients from all walks of life. 


Our initial consultation is completely free to all new prospective clients as we understand that making financial decisions isn’t always easy. We know it’s important to have reliable information and guidance before making a commitment.



We want to help and as such we offer a free initial consultation to new clients. See what services we offer here. 

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About Us

Learn more about Charles James Financial Planning and meet the team that will assist you with your situation.

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We're proud to have helped so many people over four decades. Read some client stories here.

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