0330 038 8938
Based in Northampton
View locationChecks carried out by VouchedFor
FCA Regulated
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 January 2026
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
31
Recent Client Reviews
Joe has received 31 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 31 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 30 December 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Joe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Joe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Joe has not yet added their fees to their profile
Fees not yet added
Joe has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Joe
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 9 first impressions)
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.