Top 100 Financial Advisers

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Charles James Financial Planning Ltd

Top 100 Financial Advisers 2018, produced with Strategic Insight data

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Rankings at a glance
93
Gross sales of retail investments and pensions over H2 2017 and H1 2018130,000,000
Gross sales of retail investments and pensions over H2 2016 and H1 201798,000,000
Net sales of retail investments and pensions over H2 2017 and H1 201821,000,000
Net sales of retail investments and pensions over H2 2016 and H1 201719,000,000
Assets under management invested in retail investment funds 2018120,000,000
Assets under management invested in retail investment funds 201797,000,000
Number of CF30s6
Complaints Q1 & Q2 20180
Complaints Q3 & Q4 20170
Year founded1984