Charlotte James IFA

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