Welcome to Charles Jones Wealth Management Ltd
With unwavering care and consideration, we aim to provide the very best financial advice for you, our clients.
Based in Beccles, Suffolk, we are your local financial adviser, based on the high street and welcoming clients through our door every day. We are a family firm, offering first class advice with the warmth and trusting feel of a small, intimately run business. Our clients tell us that they enjoy the relationship they have with our friendly and enthusiastic team, who are personable but always focused on the detail. We can promise you honesty, integrity, hard work and a smile.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Testimonials
SJP Approved 12/09/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
