Welcome to Edward T James & Company
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 have built our business on what would now be called “old fashioned” or “traditional” values; - openness, fair dealing and delivering what we promise. We guarantee impartiality in what we recommend and that our clients' interests are valued above all other considerations.
“Real integrity is doing the right thing, knowing that nobody's going to know whether you did it or not.”
Oprah Winfrey
Our clients tell us that they truly enjoy our service and very much value what we do for them:
- our structured approach to regular reviews so that objectives continue to be met.
- our clearly defined Service Standard that ensures we meet expectations.
- our plain speaking about what can be achieved and what it will cost.
- our willingness to become fully involved in all matters important to their financial wellbeing - whether complex legal issues or helping them to choose simple bank and savings accounts.
- our approachability, accessibility and regular communication – we are never too busy to see or speak to a client.
- being independent and local – we are proud to be wholly owned and managed in Cornwall.