James McNally

Independent Financial Adviser

+44 (0)203 031 9187

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

James is an Independent Financial Adviser with a passion for helping professionals in the UK pharmaceutical industry, especially those at companies like Gilead and Vertex. He’s here to simplify the complexities of income tax planning, manage restricted stock units (RSUs), and make stock options work in his client’s favour. James understands that the financial landscape can be tricky, especially for high income professionals in pharma. That’s why he takes a hands on approach, creating strategies that are as unique as his clients. His mission is to help them make the most of their compensation and plan confidently for the future.

James often says, “I’m here to turn the complexity of finance into straightforward, actionable steps that help my clients reach their goals.” Since starting in financial planning in 2021, James has gained valuable experience both in front of clients and behind the scenes. His keen eye for detail and genuine interest in each person’s financial journey allow him to create plans that truly resonate with their goals. Outside of work, James stays active and enjoys life to the fullest. Whether he’s at the gym, playing tennis, or taking long walks with his dogs, he values staying fit and having fun.

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.

Frances Chandler

November 15, 2024

Have recently spent time trying to get our heads around preparing for retirement and sought advice from Humbolt. James was fantastic at explaining everything in language we understood and has always been excellent at responding to questions and queries. Highly reccommend, we've had a great exeperience.

Edd Hewett

November 5, 2024

So far so good. James has been very friendly and answered all our questions. Haven't felt under any pressure. Looking forward to working with Humboldt for years to come.

Amanda Pye

September 3, 2024

I had the pleasure of speaking to James McNally of Humboldt Financial. James contacted me after my initial request for help and support around my pension. James thoroughly explained everything in welcomed detail and his follow up and attention to detail was faultless. Thank you for your support James. I would have no hesitation in recommending you.

Andy Walker

August 9, 2024

James M was incredibly helpful in talking through my financial situation, and helping me to figure out exactly what kind of financial support it was that I needed. He was professional and courteous throughout, and I will certainly be seeking his services again in the future. Thank you, James.

King Solomon Wiafe

June 30, 2024

Humboldt was recommended to me by Unbiased. I was able to speak with Mark and James a few times and they were helpful in walking me through the service they offer and a plan for my financial goals. Thanks guys.

Helen Meredith

June 14, 2024

Thank you James for talking me through my pension options, very detailed and professional, always happy to spend time answering any questions during our meetings or via email.

David Stoneman

June 10, 2024

Josh and James were really helpful in clarifying the available options around consolidating and investing my various pension pots and assisting in working out a way forward to achieving my goals. I look forward to a mutually profitable relationship with Humboldt Financial.

Ryan Payton

May 25, 2024

I found Humboldt through unbiased for some financial advice around long term planning and investments. James offered a couple of free consultation sessions which went into a lot of detail on my specific circumstances to show what he could help me with. Very impressed with the professionalism and he's always happy to take extra time to walk me through the details until I understand.

Debbie Sharman

May 23, 2024

James has been very helpful in a review of my finances and pension. He took care to understand my position and help me navigate my options. He has always been very responsive to my queries. I would be happy to recommend him.

Claire Lill

May 12, 2024

James McNally-Nidd has been a great advisor! I was initially introduced to James via the unbiased platform and he has provided excellent education and knowledge of tax efficient in simple terms. We've been working on my pension consolidation and additional pension contributions to work towards my retirement goals as well as helping me navigate the world of ESPP and Stocks & Shares ISAs. I look forward to working with James in the longer term to achieve the financial goals we've sent!

Jackie Sealy

March 5, 2024

James was very approachable, and helped me understand how my pension would be better placed elsewhere. He explained everything without all the financial jargon that goes with pension planning. I would be happy to recommend Humboldt Financial

John Greenall

February 28, 2024

I found meeting with James McNally so helpful, he quickly grasped my situation and gave me the information I needed to make some clear decisions, highly recommended.

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.

Ian Nichol

December 19, 2023

The financial and retirement planning advice and overall assistance provided by James Corpe and Elena Alivizatou of Humboldt Financial is excellent and we could not be happier with the service we continue to enjoy, and, we would not hesitate in recommending their services to friends and family. (Ian & Carol - Woking, Surrey)

Catharine Roberts

December 14, 2023

I came across Humboldt via the Unbiased website and have been thoroughly impressed with them at every step. After an e mail introduction, a friendly telephone call rapidly followed then a remote meeting at my convenience. James and Oliver made sure that they were familiar with the complex details of my unmanaged finances before putting together a detailed plan going forward which covered all my pensions, savings and tax needs. They were completely open about any potential costs involved and applied no pressure at any point. The company has been impressively responsive to even the smallest query and I very much look forward to developing a lasting, long-term relationship with them. Highly recommend.