Maitland James Financial Planning is an independent financial advisory firm located in Esher, Surrey. The company focuses on building long-term relationships with private clients and business owners, providing clear and holistic financial planning advice. Their services cover a wide range of financial needs, including investment management, retirement planning, personal and business protection, and inheritance tax planning. As an independent firm, they are able to offer advice on products and services from the entire market, ensuring recommendations are tailored to the specific needs of their clients.

Founded in

United Kingdom