Trusted financial advice for a changing world. Let us back our words by actions on your financial plan.
Financial Advice from London’s Leading Independent Financial Advisers
Discover the best Financial Advisers (IFAs) in London with Humboldt Financial. We have a diverse team offering independent financial advice from our London office.
We believe our financial advisers bring significant value to your life by offering accountability and helping you stay on track with your financial goals. We believe our service goes far beyond recommending investments and is designed to help you achieve the financial freedom you deserve.
We find the best solution for clients, in an easy breakdown of steps we take together. From Pension Planning to Savings & Investments, we welcome you to connect with one of our advisers today.
You may view some of our client testimonials and links to our team profiles.
Humboldt Financial are available to support you with financial advice.
Meet Francis Gill - Executive Financial Adviser
Short, Medium and Long Term Financial Planning Whatever Your Requirements
Short Term
We look to make sure you and your family are protected, and that you have enough cash to get you through rainy days. We also make sure you get your Will done (that thing you keep putting off that you know you should do)
Medium Term
Next, we help prepare for those big expenses; a new car, bigger house, nicer holidays. We do this by building out what you need and when you’re going to need it. Then we recommend based around the most cost-efficient way of getting there.
Long Term
Finally, retirement and later life. This can be the most daunting for some people, and we know not everyone thinks about it on their 30th birthday. As such, it’s often overlooked, so we look to do the bulk of the work in this area and help clients build the most tax-efficient, cost-efficient, and effort-efficient way of doing things.
Our customers reviews give a glimpse into what to expect
Richard Le Cocq
Working with Humboldt Financial to secure my first financial advisor was incredibly smooth and not at all intimidating experience. My advisor Ryan walked me through it all and answered all my questions to make me feel confident with my future planning in terms of pensions and savings. It’s great to know there are advisors out there who want to help people with their growing assets and who are willing to be accessible and take the fear out of the process.
Lisa Sweeney
Josh at Humboldt has been my financial adviser for the past two years and is helping me with my pension savings. I’m a novice with regard to investments and Jack is approachable and he demystifies the pensions/investments landscape. He listens and gives appropriate advice. He makes the process interesting (enjoyable even). And I’m very happy with how my pension fund is performing.
Howard Stephens
Recently retired with a lump sum, great advice received from James, lovely manner and great communication, very happy with returns so far, cheers
We've won Awards.
Humboldt Financial is proud to have been recognised as one of the top 100 financial advisors by the Financial Times. This prestigious acknowledgment highlights our commitment to excellence, personalised service, and innovative financial solutions that help clients achieve their long-term financial goals.
It doesn't cost anything to know where you stand
Even if you're just after a financial health check. Speak to a professional adviser who knows this industry and can help determine if you are in good financial stead. The calls cost nothing (other than your mobile carrier charges) and doesn't take more than 25 minutes just to get some peace of mind.