Welcome to our website. In order to continue and build on our success with the financial services industry Charlotte James IFA Ltd was incorporated in November 2008 by directors John Garcia and Philippa Gorton.
Director John Garcia has been within the financial services industry since 1996 as a financial adviser our firm now provides mortgages and insurance.
Being a small firm does not impact on our reach, in fact we deal with clients all over the UK and aboard.
We also understand where we are best placed to add value to our clients and for example where outsourcing discretionary fund management for investments and pensions can bring significant advantages and added value.