Testimonials

Read some of the feedback received from clients.
Our experience with Charlie Jones Wealth Management has been extremely professional; our needs have been delivered with a great deal of expertise and care. The investments have been tailored to our requirements, efficiently, clearly and with great communication from Charlie and Fiona. We would highl...
Margaret Jane Burton, Carlton Colville
Charles has always been the ultimate professional in our dealings. His advice exemplary and he has a real passion and interest in how he deals with his clients. Charles is 100% trustworthy and reliable. I have recommended him to friends and colleagues who, in turn, feel exactly the same and have tha...
CM Ward, Retired, Great Yarmouth
Charles has given my wife and I expert advice over a number of years, which has resulted in me being able to retire in my mid 50's. The support provided is trustworthy and always tailored specifically to our needs. The service has, in my opinion, been first class and I would recommend him to anyone ...
Ian Holmes, Retired, Beccles
I have been a client of Charles since before he became a Partner at St. James's Place. He made sense of my various pensions and enabled me to retire earlier than I expected. More recently he gave advice to my Partner and her siblings regarding inheritance. They described him as friendly, professiona...
Rory Connolly
I have every confidence in Charles Jones as my financial adviser. He is always well prepared and professional in his appreciation of my future financial needs. He takes great pains to explain the advice he gives and will always go through any queries I have with patience. I know his advice is sound,...
Stephen Kidd, Ipswich