James McNally

Independent Financial Adviser

(0)20 3031 9181

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

   EXCELLENT4.9 out of 5

James, a dedicated Independent Financial Adviser with focus on assisting clients on planning for their retirement. James understands that retirement is a big step for many people, he works closely with clients to understand their unique situations and goals.

Since joining the industry in 2021 James has experienced different aspects of Financial Planning, working behind the scenes and face to face with clients, getting a firm grasp on the importance of attention to detail to understand everyone’s needs, objectives and goals in Financial Planning.

Outside the office James can be found in the gym, playing tennis, or walking one of his many dogs.

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.

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.

Gerard Barron

October 18, 2023

James has been extremely helpful with advising and setting up my life and illness insurance cover. Would definitely recommend.

suzanna nidd

October 18, 2023

Very professional advice provided by Oliver and James. Super helpful when it came to an overall financial health check!