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Welcome to Edward T James & Company

We Are Experienced

Established in April 2008 with over 40 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

Simon Bullivent – BA DipPFS

Professional Adviser
Chris Polawski – DipPFS

Chris Polawski – DipPFS

Professional Adviser

Our Services

  • Investment Advice
  • Pensions & Retirement Planning
  • Savings and Deposits
  • Insurance and Protection
  • Long Term Care Planning
  • Inheritance Tax Planning
  • Trustee Investment
  • Power of Attorney & Court of Protection Investment

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News

Living to 100

It has long been recognised that medical advances, combined with a greater understanding of the impact of our lifestyle choices upon our health,...

 

What Our Clients Say About Us

Simon, his partner and team members were very approachable during my visits. The research and advice given was first class and I can highly reccommend the team and Simon to anyone looking for truly independent financial advice. Do not hesitate to contact Simon or his partner with any financial worries or concerns, their first meeting with you is free and without obligation. However I know that once speaking with Simon you will have no hesitation in using this very professional person/company.

Steve - Cornwall

My adviser understands my situation well; understands my long term goals as well as making suggestions. He explains recommendations as clearly as I would like. All charges are fully explained.

Sally - Cornwall

Assessed current financial situation and set investment goals and attitude to risk. Portfolio built accordingly with regular reviews to track performance. Flexible construction to enable any required switches due to change of financial situation or under performance of any element.Fully explained charges/costs and the affect these would have on performance.Offered a professional service which gives me peace of mind - I know that my finances are in good hands.

Bob - West Sussex

Simon is an excellent communicator, keeps us regularly informed about our investments and is always available for advice. He constantly reviews our investments and makes necessary adjustments to ensure our money continues to grow!

Andy - Somerset

As a small investor, it is imperative that we have the best advice to maximise our capital. Simon is very thorough in his research on our behalf. He reviews our portfolio every six months and will quickly transfer any shares which he thinks are under performing. We are always kept updated and receive regular summaries. He has en excellent knowledge of the Stock Market and is able to answer any of our queries thoroughly. He is honest and truthful in his advice and will always tell you the pros and cons of any investments, before we make any decisions. Simon understands our aims and attitude to risk.

Joan - Devon

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