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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.

Lina Huertas
August 21, 2024
Stephen Nash
August 21, 2024
Isabella Carini
August 13, 2024
Matt Jones
February 7, 2024
Ash Jeggo
February 3, 2024
John Cook
December 9, 2023
Laura Parry
November 7, 2023
Tommy M
October 18, 2023
Samantha Pawsey
October 13, 2023
Dee Jay Nova
September 29, 2023
  • PFS Chartered Financial Planner
  • BA (Hons) International Business Management
  • Advanced Diploma in Regulated Financial Planning

Fancy a chat?

Contact James through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help

James Corpe

Consultant & Chartered Financial Adviser

+44 (0)203 031 9187