Charlotte James IFA

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.

Since Jan 2013 our main areas of business are income protection, life insurance, critical illness cover and unemployment insurance. We no longer give advice on investments pensions and savings we outsource to a local specialist firm. If you cannot find the information you are looking for please contact us we are here to help.