James Maine
CM1, Chelmsford
(5)
CM1, Chelmsford
(5)
I am a Chartered Financial Planner and a Fellow of the CII. Fellowship of the CII is regarded as the premier designation for those working in the financial services profession. I operate with the highest levels of trust and integrity. My objective is to put the client’s interests at the heart of everything I do.
Show more
5 customer reviews
Steve Lee
James has been very professional in addressing our financial investment requirements. Nothing is too much trouble and if you're not sure of anything he will happily go through things again. He has a fountain of knowledge having worked in this industry for many years More...
Ray Wells
James Maine recently carried out a full financial review for my partner and I, including producing a Suitability Report, Personal Illustrations and Cashflow Forecasts until retirement and beyond. This was all achieved through two face-to-face consultations, giving me the confidence to switch existing pension funds, as well as taking out a Life Assurance policy that provides great value for money. If anyone else is thinking about financial planning and advice, I would highly recommend James and De Courcy Financial Planning. More...
Sandra Johnson
I transferred my pension from another company as I wasn’t getting much help and information from them. James explained clearly what options I had and was very knowledgable about it.
He followed up with phone calls to me informing of each step of the transfer and was at end of the phone for me when I had more questions. He made me feel very confident in my decisions.
More...
Scott
When I first met James I had no idea my future finances were in such a bad state!
He has helped me to consolidate and reinvest my pensions and helped me to invest my spare cash all while being able to explain things effectively to the layman (me!)
Julie Bennett
I met with James Maine who was very informative and gave me different opinions and information that would benefit me. It was obvious from the start that James had my best interest every step of the way. I was not completely sure of how to invest and his guidance was faultless. I would definitely highly recommend his expertise to anyone. Thank you again James. More...
What do you love most about your job?
I am passionate about helping clients achieve their financial planning goals. I strive to provide the best service for my clients and believe I provide excellent value for money.
I am motivated to build long term, established relationships with my clients.
I have a belief that financial planning is not widely taught or available to people. I really enjoy helping people whether it be helping educate themselves with the complexities of our industry or whether they are happy to leave their financial planning entirely to me.
What inspired you to start your own business?
My background has mainly been paraplanning and management. I was at my previous company for almost a decade but after achieving Chartered Financial Planner status I wanted to advise clients myself and I wanted to do so independently.
Why should our clients choose you?
We provide impartial financial planning advice to private and corporate clients. We specialise in assisting with the creation of wealth and wealth management, providing professional, tailored financial planning advice, which helps to grow and protect client's wealth.
I am a highly qualified financial services professional, who operates with the highest levels of trust and integrity. My objective is to put the client’s interests at the heart of everything I do.
I have achieved Fellowship status with the Chartered Insurance Institute.
Can you provide your services online or remotely? If so, please add details.
We offer services online, via telephone or in person.
Pension Review
Cash Flow Modelling
Investment Planning
Retirement Planning
Protection Planning
Estate Planning
