Decourcy Financial Planning
Initial consultation free
Independent
Independent, Chartered financial planner and Fellow of the CII.
I provide expert financial advice on estate planning, investments, pensions, protection and retirement planning for individuals and business owners.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr James Maine
Chartered Financial Planner
What our clients say
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Steve & Kate Lee
James has been very professional in addressing our financial investment requirements. Nothing is too much trouble and if you're not sure of anything he will happily go through things again. He has a...
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Sandra Johnson
I transferred my pension from another company as I wasn’t getting much help and information from them. James explained clearly what options I had and was very knowledgable about it.
He followed up...
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Zoe Punter
He provided advice on our options. Carried out a risk assessment. Then advised us on the potential gains and pitfalls of investment and looked at our long term goals and financial security.
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Ray Wells
James Maine recently carried out a full financial review for my partner and I, including producing a Suitability Report, Personal Illustrations and Cashflow Forecasts until retirement and beyond....
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Julie Bennett
I met with James Maine who was very informative and gave me different opinions and information that would benefit me. It was obvious from the start that James had my best interest every step of the...
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Sarah Coote
James has helped me to assess my future needs and my investment strategy.
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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