Welcome to Edward T James & Company
We Are Experienced
Established in April 2008 with over 50 years in financial services, we are fully qualified to advise in all areas of personal financial planning. We also have a special interest in Trustee Investment, managing a good number of trust funds where detailed specialist knowledge is required.
We Are Independent
We are not owned by any other company so decisions on the quality of our service are ours alone. We believe the absence of vested interests gives us a significant edge in providing a very special personal service to our clients.
We Are Consistent
Our philosophy of straight talking and adding value is very important to us. And thanks to a robust tried and tested Service Standard, we believe our clients are in safe hands on an ongoing basis.
We Are Easy To Deal With
We strongly believe in being friendly and approachable at all times. We are never too busy to see or speak to our clients. Please see our testimonials.
About Us
Who Are We?
We are a company of professional Independent Financial Advisers based in West Cornwall
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.
What Do We Do?
We help our clients plan for and put into practice the outcomes that are important to their lives. This invariably involves money, its growth and management. We aim to provide reliable guidance through the maze of ever changing financial regulations to achieve results in the real world.
How Do We Do It?
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.
Simon Bullivent – BA DipPFS
Chris Polawski – DipPFS
Our Services
News
Autumn Statement 2023
Top Announcements from Chancellor Here are the main points outlined by Jeremy Hunt as part of his package aiming to grow the UK economy with 110...
2023/24 limits for ISAs
Individual Savings Accounts (ISAs) are tax-efficient vehicles that allow you to save and invest without having to pay income tax or capital gains...
Summary of 2023 Spring Budget
The lifetime allowance (LTA) for pensions has effectively been abolished from 2023/24. A new limit for the tax-free pension commencement lump sum...
The Government Plan for Social Care
In a move designed to fund the spiralling cost of social care, the Government announced a controversial increase to National Insurance...
Easing the Burden of IHT
Inheritance tax (IHT) is charged on your taxable estate at 40%. Before you look to offset IHT, however, it is important to establish what is...
Coronavirus and Our Service
With the government announcing several measures that affect all of us during this pandemic, we felt it important to reassure our clients that our...
Coronavirus – Predictably, the Markets React
Over the last few days we have falls in equity prices around the world, and some less dramatic rises in the prices of traditional safe havens...
Is Brexit Uncertainty Really Over? We Doubt It!
What lies ahead of the EU and UK might, on the surface, appear relatively straightforward. By the end of this month, Europe and the UK will have...
A word on Market Volatility and Corrections
“To err is human” said the poet Alexander Pope; however, in investment, errors can be expensive. Sometimes, it’s only hindsight that...