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CHARLES JAMES FINANCIAL PLANNING LIMITED Active

Financial Services


Contact information


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Financial statements of CHARLES JAMES FINANCIAL PLANNING LIMITED

According to CHARLES JAMES FINANCIAL PLANNING LIMITED latest financial report submitted on 2024-03-31, the company has a Cash of £909,019.00, Working-Capital of £1M. Compared with the previous year, the company reported a Cash increase of 83.27%, which is an equivalent of -756963. At the same time, the Working-Capital went up by 91.62%, or by -982481.


Year:
2023 Not available
2022 Not available
2021 Not available
2020 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 1.1 million

EBITDA

CHARLES JAMES FINANCIAL PLANNING LIMITED Business Credit Report

A Business Credit Report for CHARLES JAMES FINANCIAL PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for CHARLES JAMES FINANCIAL PLANNING LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

CHARLES JAMES FINANCIAL PLANNING LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

CHARLES JAMES FINANCIAL PLANNING LIMITED Directors and key executives

CHARLES JAMES FINANCIAL PLANNING LIMITED currently employs 10 people. Compared with the previous year, the company has reported a staff decrease of 9%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at CHARLES JAMES FINANCIAL PLANNING LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

10

91%

1y growth

100%

2y growth

Management Level


50

Middle

25

Operational

Employee Job Title Email Phone Country
Jack Cohen Advisor Support
*********@charlesjames.com
+447980****** GB
Dean Thorpe Director
****@charlesjames.com
- GB
Graham Atkin Advisor Support Manager
******@charlesjames.com
- GB
Bev Plunkett Administrative Assistant
***********@charlesjames.com
- GB
Steve Unwin Financial Advisor
**********@charlesjames.com
- GB

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CHARLES JAMES FINANCIAL PLANNING LIMITED Ownership and Group Structure

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CHARLES JAMES FINANCIAL PLANNING LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 3 people with significant control at CHARLES JAMES FINANCIAL PLANNING LIMITED. One of of major shareholders of CHARLES JAMES FINANCIAL PLANNING LIMITED is JODIE S. THORPE, which owns 110 ORDINARY shares, with a total value of 110 GBP and ROBERT JAMES THORPE, which owns 550 ORDINARY shares, with a total value of 550 GBP and DEAN CHARLTON THORPE, which owns 440 ORDINARY shares, with a total value of 440 GBP.


Name Quantity Share Type Value
JODIE S. THORPE
110 ORDINARY 110 GBP
ROBERT JAMES THORPE
550 ORDINARY 550 GBP
DEAN CHARLTON THORPE
440 ORDINARY 440 GBP

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CHARLES JAMES FINANCIAL PLANNING LIMITED competitors:

Top 5 similar companies of CHARLES JAMES FINANCIAL PLANNING LIMITED are LANGLEY & PARTNERS LIMITED, THE CHARTWELL COACHING ACADEMY LIMITED, TWD ACCOUNTANTS LIMITED, ALLCLEAR INSURANCE SERVICES LIMITED, SFP BROKERS LIMITED. View and export all the competitor list of CHARLES JAMES FINANCIAL PLANNING LIMITED by upgrading your account here.


LANGLEY & PARTNERS LIMITED


Revenue
-
Age
23 years
Employees
6
Industry
View Services
Website
View http://langleyp**************

THE CHARTWELL COACHING ACADEMY LIMITED


Revenue
-
Age
22 years
Employees
2
Industry
View Government
Website
View http://chartwel**************

TWD ACCOUNTANTS LIMITED


Revenue
-
Age
29 years
Employees
6
Industry
View Services
Website
View https://twdacc************

ALLCLEAR INSURANCE SERVICES LIMITED


Revenue
7,525,513.0
Age
24 years
Employees
1-10
Industry
View Foreign Insurance Company Representatives
Website
View https://allclea**************

SFP BROKERS LIMITED


Revenue
-
Age
17 years
Employees
9
Industry
View Services
Website
View http://touchfin*************

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CHARLES JAMES FINANCIAL PLANNING LIMITED news & activities:


Employees

CHARLES JAMES FINANCIAL PLANNING LIMITED number of employees has decreased by -9% compared with previous year and now represents a total number of 10.

uk.globaldatabase.com

2024-03-31

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Frequently Asked Questions regarding CHARLES JAMES FINANCIAL PLANNING LIMITED


Where is CHARLES JAMES FINANCIAL PLANNING LIMITED registered office?

CHARLES JAMES FINANCIAL PLANNING LIMITED is located at Thorpe House 9 School Lane, United Kingdom.

How can I contact CHARLES JAMES FINANCIAL PLANNING LIMITED?

You can call CHARLES JAMES FINANCIAL PLANNING LIMITED at the following number +441246******

What is the website of CHARLES JAMES FINANCIAL PLANNING LIMITED?

CHARLES JAMES FINANCIAL PLANNING LIMITED website is http://charlesjames.com/

How many people work at CHARLES JAMES FINANCIAL PLANNING LIMITED?

According to the latest account statement, there are currently 10 of employees working for CHARLES JAMES FINANCIAL PLANNING LIMITED.

What is the Business Credit Score of CHARLES JAMES FINANCIAL PLANNING LIMITED and how reliable is the company?

In order to check the business credit score of CHARLES JAMES FINANCIAL PLANNING LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does CHARLES JAMES FINANCIAL PLANNING LIMITED pay their invoices on time?

By requesting a Business Credit Report for CHARLES JAMES FINANCIAL PLANNING LIMITED, you will be able to gain more insights about the CHARLES JAMES FINANCIAL PLANNING LIMITED payment trends.

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