Edward T James & Company is a practice of Independent Financial Advisers established in April 2008. We specialise in providing ongoing advisory services and investment reviews to Private Clients (Private Investors) and Trustees. We are Chris Polawski and Simon Bullivent and pride ourselves on the Professional and Approachable financial advice we give to our clients.
By working closely together (two heads are better than one) we consider that we offer our clients a proposition and service of a quality that we do not believe is currently available in Cornwall. With the turmoil in the investment markets during 2008, our approach has been to maintain regular planned reviews and contact with our clients which could only result in an improved client experience. This is underpinned by our personal and professional values and genuine desire to offer a service proposition that is second to none.
Our premises are modern, spacious and offer easy access from Falmouth and the surrounding area with ample parking facilities for our clients.
We each have over fifteen years of experience advising clients throughout Cornwall and have been working as colleagues for the last seven years in the Falmouth area. We are committed to professional development and to acquiring and maintaining the relevant knowledge and skills we need to properly advise our clients. We are members of The Personal Finance Society (PFS) and subscribe to their Professional Code of Ethics and Conduct, in addition to the Financial Services Authority (FSA) Principles of Business.
The Personal Finance Society (PFS) Professional Code of Ethics and Conduct. (1.8mb)
Financial Services Authority (FSA) Principles of Business. (178k)
Christopher Edward Polawski
Independent Financial Adviser
Simon James Bullivent
Independent Financial Adviser