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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 2026-03-31, the company has a Cash of £550,408.00, Total-Assets of £741,121.00 while the Working-Capital is £478,967.00. Compared with the previous year, the company reported a Cash decrease of -70.01%, which is an equivalent of 385360. At the same time, the Total-Assets went down by -68.13%, or by 504892.


Year:
2025 Not available
2024 Not available
2023 Not available
2022 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 478967

Total Liabilities

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 7 people. Compared with the previous year, the company has reported a staff decrease of 22%, which is an equivalent of 2 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

7

78%

1y growth

90%

2y growth

Management Level


67

Middle

17

Operational

Employee Job Title Email Phone Country
Steve Unwin Financial Advisor
**********@charlesjames.com
- GB
Daniel Cook Paraplanner
**********@charlesjames.com
- GB
Robert Thorpe Director
*************@charlesjames.com
- GB
Ryan Thickett Independent Financial Advisor
************@charlesjames.com
- GB
Graham Atkin Advisor Support Manager
******@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 DEAN CHARLTON THORPE, which owns 358 ORDINARY shares, with a total value of 358 GBP and JODIE S THORPE, which owns 234 ORDINARY shares, with a total value of 234 GBP and GEOFFREY MARTIN THORPE, which owns 42 ORDINARY shares, with a total value of 42 GBP.


Name Quantity Share Type Value
DEAN CHARLTON THORPE
358 ORDINARY 358 GBP
JODIE S THORPE
234 ORDINARY 234 GBP
GEOFFREY MARTIN THORPE
42 ORDINARY 42 GBP

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CHARLES JAMES FINANCIAL PLANNING LIMITED competitors:

Top 5 similar companies of CHARLES JAMES FINANCIAL PLANNING LIMITED are EVRIMA PLC, ALPHA GROWTH PLC, HICL INFRASTRUCTURE PLC, ICONIC LABS PLC, MANOLETE PARTNERS PLC. View and export all the competitor list of CHARLES JAMES FINANCIAL PLANNING LIMITED by upgrading your account here.


EVRIMA PLC


Revenue
6,667.0
Age
18 years
Employees
3
Industry
View Services
Website
View http://www.ev************

ALPHA GROWTH PLC


Revenue
4,854,679.0
Age
11 years
Employees
4
Industry
View Services
Website
View http://www.a***********

HICL INFRASTRUCTURE PLC


Revenue
277,400,000.0
Age
8 years
Employees
1-10
Industry
View Real Estate Investment Trusts
Website
View https://www**********

ICONIC LABS PLC


Revenue
-
Age
10 years
Employees
3
Industry
View Business & Professional Associations
Website
View http://www.icon*************

MANOLETE PARTNERS PLC


Revenue
30,612,000.0
Age
15 years
Employees
7
Industry
View Financial Services
Website
View https://www.manole****************

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CHARLES JAMES FINANCIAL PLANNING LIMITED news & activities:


Employees

CHARLES JAMES FINANCIAL PLANNING LIMITED number of employees has decreased by -22% compared with previous year and now represents a total number of 7.

uk.globaldatabase.com

2026-03-31

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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 https://www.charlesjames.net/

How many people work at CHARLES JAMES FINANCIAL PLANNING LIMITED?

According to the latest account statement, there are currently 7 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.

Who is the Ultimate Parent of the CHARLES JAMES FINANCIAL PLANNING LIMITED?

Information about the ultimate beneficial ownership CHARLES JAMES FINANCI******************* of CHARLES JAMES FINANCIAL PLANNING LIMITED is available when you order a business credit report.

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