Charles James Financial Planning
Charles James is a well established family run business with many years of experience in the financial industry; our experience enables us to give quality, friendly and efficient advice to clients from all walks of life. Charles James offers a free initial consultation to all new prospective clients in order to ascertain how best we can work together.
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Verified contacts
8
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JC
Jack Cohen
Mortgage Adviser · Finance & Accounting
EmailPhone - DT
Dean Thorpe
Chief Executive Director · General Business & Management
EmailPhone - GA
Graham Atkin
Adviser Support Manager · Customer/Client Service
EmailPhone - RT
Ryan Thickett
Independent Financial Advisor · Finance & Accounting
EmailPhone - DC
Daniel Cook
Paraplanner · Finance & Accounting
EmailPhone - DJ
Daniel Johnson
Independent Financial Adviser · Finance & Accounting
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Charles James Financial Planning
8 distinct titles indexed · top 8 shown.
- 1administrative assistant
- 1adviser support manager
- 1chief executive director
- 1financial adviser
- 1independent financial adviser
- 1independent financial advisor
- 1mortgage adviser
- 1paraplanner
Sign up to unlock all 8 contacts at Charles James Financial Planning
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