Maitland James Financial Planning
Financial Services - Milton Keynes, England, United Kingdom
Maitland James Financial Planning Employees
Maitland James Financial Planning Details
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 nationwide, 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. 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.We don't believe in being restricted. We are proud to offer independent, whole of market advice. When was the last time you had a review - a financial 'health check'? We love this stuff! We offer a complimentary financial review. This can include your investments, pension and life cover, comparing important areas such as charges and investment performance. You can act on this information as you wish.Get in touch via info@maitlandjames.com or 01908 579779Maitland James Financial Planning is a trading name of Maitland James Limited. Maitland James Limited is an appointed representative of Sandringham Financial Partners Limited (‘Sandringham') which is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304.
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