We offer advice on the whole market for critical illness, life insurance, income protection and mortgages contact us.
Compare quote options yourself online for life insurance, critical illness, income protection Get a Quote.
If your buying you home or re-mortgaging we can offer independent guidance on your mortgage options more info...
To view property for sale and sell your property visit Charlotte James Property to find out more...
Talk us about your mortgage requirements we have extensive knowledge of mortgage lending and access to all lenders.
Whatever your requirements we are here to assist you so give us a call 01872 277291
Being located in Cornwall does not impact on our reach, in fact we deal with clients all over the UK. 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 with our expert knowledge of the marketplace.
Charlotte James IFA Ltd was incorporated in November 2008 by directors John Garcia and Philippa Gorton.
Director John Garcia has been in the industry since 1996. Our focus is on you the customer, making sure we offer services that are exceptional and value for money.
We also understand where we are best placed to add value to our clients. We therefore outsource investments and pensions advice as this can can bring significant advantages and added value.
If you cannot find the information you are looking for please contact us we are here to help.
Charlotte James IFA Ltd is authorised and regulated by the Financial Conduct Authority FCA number 493391 http://www.fca.org.uk/consumers Registered in England and Wales number: 6750804