Charlotte James IFA Ltd

Independent Financial Advisers

Welcome to Charlotte James IFA Ltd, independent financial advisers based in sunny Truro.

Being located in Cornwall does not impact on our reach, in fact we deal with clients all over the UK and aboard. Our clients are from all walks of life each with their own individual requirements, which means we tailor our solutions to meet those individual needs using the latest research tools and our expert knowledge.

Director John Garcia has been within the financial services industry since 1996 as a financial adviser and provides client focused whole of market advice on all aspects including savings, investments, pensions, mortgages and insurance.

With the recent fall in the stock markets and the resulting impact more and more investors are looking for a regular stable income from their investments, and pensions. This website aims to provide clarity within those and other subjects.

If you cannot find the information you are looking for please contact us we are here to help.

Our initial consultation is completely without charge so arrange an appointment by calling us on:

T: 01872 277291