Charles Jones Wealth Management is a family firm, offering first class advice with the warmth and trusting feel of a family run institution, based in Beccles, Suffolk. Approx. 18 miles South of Norwich.

We treat our clients like family, and the part we most enjoy is getting to know you. We support you with our expertise in financial planning, forecasting and sign-posting, across all our services.

Success and wealth are defined by each of us differently - they form the foundations of your goals. We get to know you and learn about your aspirations - that’s why our business and clients have succeeded and will continue to succeed. 

Background

Charles established the business in 2016 following the sale of his fathers’ firm to another local financial advisory Practice. Through this period, he understood his speciality is providing bespoke advice, not a pre-built corporate solution… Square pegs do not fit in round holes!

Charles took the basics of customer service from his father and used this wealth of knowledge to develop an exemplary business and service to clients.