Edward T James & Company Ltd

Independent Financial Adviser 4c Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
Professional straight talking advice from a local and approachable practice.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Estate planning
    • Long term care
Meet our advisers
Simon Bullivent BA, Dip PFS
Director
Christopher Polawski Dip PFS
Director
Where to find us
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
Compliance

Authorised and Regulated by the Financial Conduct Authority.
Edward T James & Company is the trading name of Edward T James & Company Limited registered in England No. 6475673. Registered Office: 4c Falmouth Business Park, Bickland Water Road, Falmouth, TR11 4SZ
Directors: Christopher Edward Polawski and Simon James Bullivent.

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