James Corpe

Consultant & Chartered Financial Adviser

+44 (0)203 031 9187

33 Swan House, Queen St, London, EC4R 1AP (Appointment Only)

I develop deep relationships with my clients, helping them refine their goals and objectives then creating tailored financial plans that empower them to achieve their ambitions. Whether it’s securing a comfortable retirement, funding a passion project, or navigating complex financial landscapes, I ensure each strategy is both practical and aligned with their vision for the future.

My approach is driven by a passion for optimizing performance and uncovering one’s true goals in life whether through financial planning or personal pursuits outside the office. I strive to deliver meaningful results for my clients, ensuring they are always on the best path toward their goals, while also providing protection against unforeseen events wherever possible and necessary.

Outside of work, I’m fascinated by the intersection of technology and human potential. I believe in the transformative power of innovation, particularly in the realms of optimisation and performance. I’m always eager to connect with like-minded professionals to explore new ideas and opportunities. Additionally, I have a passion for all forms of motorsport, as well as racket and snow sports.

Investments and Savings

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Pensions

Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

Retirement income (annuities, drawdown)

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Pension Transfers - Non Specialist

Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)

Inheritance Planning

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Insurance and Protection

Get help to understand the best level of life cover, critical illness cover and income protection for you.

Alessandra DiLorenzo

November 15, 2024

Jack Is professional, reliable, patient and my portfolio is growing. Nothing to fault, on the contrary I fully recommend Humboldt!

Lina Huertas

August 21, 2024

We have been working with Jack for a few months now and he has demonstrated real value, with a proactive, informed and knowledgeable approach. Despite the fact that we're always strapped for time, he has managed to make us find time to be more mindful of our finances, and he has helped us make decisions that will bring a real return, helping us get closer to our financial goals. Highly recommended.

Stephen Nash

August 21, 2024

Having switched to AJ Bell they have delivered a better growth rate than I would have had with my previous pension provider and I constantly being updated by Jack on what is happening with my funds.

Isabella Carini

August 13, 2024

I have loved how professional and approachable receiving financial advice from Humboldt has been. Jack Ballard has been incredibly friendly, supportive and knowledgable when providing advice and has made the entire experience effortless. I would highly recommend his services.

Matt Jones

February 7, 2024

Jack has been excellent and blown me away with his knowledge of tax efficiencies and the potential I'm missing out on with my pension and investments. Hugely recommend him!

Ash Jeggo

February 3, 2024

I have been really impressed by Jack Ballard and James McNally-Nidd at Humboldt. I've been with them since October 2023, and they have helped me with my financial planning across pension, tax and risk. They are very knowledgeable and their approach has helped me to learn more about financial planning, meaning I feel confident in the decisions I am making. I'm only a few months in, but my pension performance with Humboldt so far has been better than my employers pension scheme. I would recommend Humboldt to anybody looking to improve their financial planning.

John Cook

December 9, 2023

Humboldt Financial, and my advisor Jack Ballard, have been fantastic in helping me sort out my many pensions from a lifetime of different jobs. They helped my hunt down forgotten pensions as well as helping me with planning tax-efficient savings. I just wish I had found this company years ago.

Laura Parry

November 7, 2023

Humboldt reached out to me and I'm glad they did. I have to say I have been thoroughly impressed with the service provided by Jack Ballard who has proven himself to be friendly, supportive and extremely knowledgeable about RSUs, pensions and all aspects of financial planning. Each meeting has been well planned and structured and each aspect explained in detail. Very happy and would recommend to others.