Charles Jones Wealth Management - Beccles

John R.

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.

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.

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.

Colin W.

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.

Danny P.

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.

Glenn F.

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.

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.

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.