About us

Born out of years of experience in helping clients reach their goals, Maitland James Financial Planning is built on this extensive knowledge and expertise. We are a client focused organisation, continuously striving to lead the way within modern financial planning. We are proactive, not reactive and our clients are at the heart of what we do. What motivates you, motivates us.

Clients’ needs and the financial world constantly evolves. Maitland James Financial Planning understands this. We are here to listen and adapt to this changing landscape. Our foundations are built on honesty, integrity and transparency. Family values are highly important to us.

If the advice isn’t the advice we would give our friends and family, then it shouldn’t be advice that we give to you.

We offer services across a range of financial planning areas, including investments, pensions and protection. We aim to gain an understanding of your specific needs and offer suitable solutions. Clients should feel valued and relaxed about approaching and working with their financial adviser. There is no ‘timer running’ and there is never an obligation for a client to proceed. We want to build long-term relationships and to be there for our clients as their trusted adviser, every step of the way.