0330 038 8938
Based in Northampton
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: August, 2021
4.9 out of 5
Checks 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 AuthorityLast checked: 01 May 2026
Joe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
34
Recent Client Reviews
Joe has received 34 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Joe has received 34 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 below3 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 profileFees 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)
About
With over 16 years in the financial planning profession, I’m proud to have built long‑standing relationships with incredibly loyal clients - and to be supported by a brilliant team at Sandringham Financial Partners, part of M&G. I’m also grateful to be rated 4.9/5 on VouchedFor, recognised as a Top-Rated Adviser for five consecutive years. Who We Are - Maitland James Financial Planning was built on years of real-world experience helping people achieve their goals. That experience shapes everything we do. We combine deep technical knowledge with a genuinely modern, proactive approach to planning. Our philosophy is simple: what motivates you, motivates us. How We Work - The financial world never stands still — and neither do your needs. That’s why we focus on listening, adapting, and guiding you through an ever-changing landscape with clarity and confidence. Our foundations are built on: Honesty Integrity Transparency Family values If a piece of advice isn’t good enough for our own friends or family, then it’s not good enough for you. That’s the standard everything is measured against. What We Offer - We provide advice across the core areas of financial planning, including: Investments Pensions Protection Long‑term planning and strategy Before anything else, we take the time to understand what truly matters to you. Clients should feel comfortable, valued and never rushed. There’s no clock ticking - and there’s never an obligation to proceed. Our aim is to build long-term, meaningful relationships, being by your side as a trusted adviser through every stage of life.