James Corpe

Chartered Financial Adviser

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  • PFS Chartered Financial Planner
  • BA (Hons) International Business Management
  • Advanced Diploma in Regulated Financial Planning
 

James Corpe is a Chartered Financial Adviser who focuses on building strong, long-term relationships with clients, helping them define their goals and create tailored financial plans designed around their ambitions. Whether supporting clients as they prepare for retirement, pursue personal aspirations or navigate complex financial decisions, James takes a thoughtful approach to creating strategies that are both practical and aligned with their vision for the future.

James believes effective financial planning is about more than simply managing money; it is about understanding what clients truly want to achieve and creating a clear path to help them get there. By combining careful planning, a focus on performance and protection against life’s uncertainties, he helps clients make informed decisions with confidence.

At Humboldt Financial, James is passionate about helping clients uncover their wider goals and ensuring their financial plans support the life they want to build. Through open conversations and a personalised approach, he works to provide clarity, direction and confidence for the future.

Outside of financial planning, James has a keen interest in technology, innovation and human performance. He is also passionate about motorsport, as well as racket and snow sports.

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Join our community of hundreds of motivated and like-minded individuals who are writing the future today, while securing their legacies for tomorrow.

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

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

FAQ

What do you like most about being a Financial Advisers?
Helping people to deeply think about and uncover their life goals, and put financial plans in place to help them achieve these.
Full family financial planning with an absolute focus on tax efficiency, from retirement goals to mitigating parents’ inheritance tax issues.
That they need to be looking at their financial plans every day. A solid, well reviewed plan gives confidence that goals will be achieved, and they can get on with the important job of living their lives, confident that they are being looked after.
A lol, honestly, working with Humboldt is all about efficiency. Everything happens quickly and to the point, usually in a minute at a time. It can feel a bit rushed sometimes, but that is just how he gets things done.

Connect with James Corpe

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