James McNally

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. Josh has always been very patient in explaining the principles and process of pensions investing which really inspires confidence in such an important area at this time of life.

My financial advisor , James has been fantastic with his advise and investment recommendations. Being a novice investor , the guidance Humbolt provided has help with my future pension plans.

recently retired with a lump sum, great advice received from James, lovely manner and great communication, very happy with returns so far, cheers

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!

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.

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.

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 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!

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 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.

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.