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  11. Edward T James & Company Ltd

Edward T James & Company Ltd

Independent Financial Adviser  Tremough Innovation Centre, Penryn, Cornwall, TR10 9TA
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FCA authorised
Last authorised 2nd August 2021
Professional straight talking advice from a local and approachable practice.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Long term care
Meet our advisers
MR Christopher Polawski Dip PFS
Director
MR Simon Bullivent BA, Dip PFS
Director
About us

We are a company of professional Independent Financial Advisers and we provide a uniquely personal service to our clients. Our business is focused on developing close and meaningful long term relationships with our clients where professional advice goes hand in hand with personal service. We are fully qualified to advise in all areas of personal financial planning and also have a special interest in Trustee Investment, managing a good number of trust funds where detailed specialist knowledge is required.

Our services

We have a reputation for making clear what can be achieved, transparency on cost and delivering what we promise.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face

Tremough Innovation Centre, Penryn, Cornwall, TR10 9TA

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