

James Corpe
Consultant & Chartered Financial Adviser
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
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.
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)
Superb advice, support and processing from James, Louise and the whole team throughout. Efficient, polite and professional with no nonsense- highly recommended!
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. Josh has since the start been extremely helpful during the process of transferring all my pensions pots to the investment platform which was completed successfully and he has taken time to address all my questions so far. I am excited about the future of my relationship with Humboldt Financial.
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.
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.
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.
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.
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.
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.
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.
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
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.
- PFS Chartered Financial Planner
- BA (Hons) International Business Management
- Advanced Diploma in Regulated Financial Planning
Fancy a chat?
- Free 60 minute initial consultation
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

Consultant & Chartered Financial Adviser