Trusted financial advice for a changing world. Let us back our words by actions on your financial plan.
Financial Advice from London’s Independent Financial Advisers
Looking for trusted Independent Financial Advisers (IFAs) in London? At Humboldt Financial, our experienced team offers tailored financial advice from our centrally located Queen Street office.
We believe that great financial advice goes beyond just investment recommendations. Our advisers provide ongoing support, helping you stay accountable and focused on your long-term financial goals from pension planning to savings and investments. Our mission is to help you build a clear path toward the financial freedom you deserve.
At Humboldt Financial, we simplify the process. Together, we’ll walk through each step of your financial journey, creating a personalised plan that works for you.
📣 Hear from our clients – Read real testimonials from those we’ve helped
👥 Meet the team – Get to know our expert financial advisers
📅 Book a consultation – Start planning your financial future today
Get in touch with Humboldt Financial to speak with a London based adviser who puts your goals first.
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
I found Humbolt through Unbiased and had a meeting with Imogen and Ryan where they explained various options very clearly without putting any pressure on us. Their proposals seem very sound and we are very happy to be doing business with them.
My financial advisor , James has been fantastic with his advise and investment recommendations.Being a novice investor , the guidance Humbolt provided has help with my future pension plans.
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.
I have debated using a financial advisor for a long time, Unbiased recommended Humbolt and I decided to take the plunge. Ryan and Harrison were knowledgeable and patient in taking time to understand my requirements and answering any questions I had. They have made me feel confident to decide to work with them going forward without being pushy and I feel comfortable leaving my small nest egg in their hands and watching it grow. I look forward to working with them in the future.
After researching online for a trusted, well-rated advisor I was pointed in the direction of Humboldt. Oliver Canning contacted me and spent plenty of time explaining how they work, what they can offer and what my requirements were as well as answering all of my questions. Everything was put into place in a simple, fuss-free way. I've seen a steady growth in the less than 12 months since this happened and have had any subsequent questions answered promptly either by email or phone call.Thoroughly recommended.
We have been working alongside Jack Logan now for 2 years. One of the pensions we have, Jack advised us not to pull out of as it is a fantastic works pension scheme to be in. We were also advised to have a WILL in place for our own piece of mind. He has kept us informed every step of the way with our finances and supported us to set up our financial goals for our retirement.Highly recommended to work with and a very friendly company.
The team have all been so good to deal with. Always polite, professional and humorous. It's been such a good experience dealing with Humboldt. I sense they are taking my investments seriously and doing their best to get the optimum return. I feel in safe hands.
Explained everything clearly and have made sure to keep me informed at every step.
Moneysavingsexpert recommended finding a financial advisor through unbiased, this led to Sam Dowse contacting me from Humboldt. What a very pleasant experience, Sam talked me through my requirements and gave me advice on what would suit me. An easy solution to a minefield that is pensions. Excellent so far thanks.
I was referred via unbiased. Ryan dealt with my case and was thorough, helpful, approachable, and professional. I'm very happy with this initial consultation.
Very satisfied with the professional advice and service provided by Aimee. Speedy and super helpful when I was stuck with my remortgage. Highly recommend!
Humboldt have been really excellent in providing guidance and advise for me and my business. Working with Jack in the past few weeks has really made a difference in helping me to make wise decisions and setting me on the path to a more secure financial future!
We were a referral through unbiased and thankfully we found our way to Humboldt and Jack Ballard. Both my wife and I are in our mid fifties and like many put these things off. Jack has made this process so much easier for us explaining things in layman’s terms to a couple of newbies. My wife’s public sector db pension is pretty straight forward. I had a number of different pensions db and dc schemes to wrestle with and Jack talked through our options based on our retirement dates and things we had to consider. He has made the process as easy as possible and we have done all our meetings over teams which has also worked really well as we don’t live in London. We would highly recommend Humboldt and Jack based on our experiences over last few months.
I have just signed up with Humboldt Financial following fantastic guidance from Josh Gill who has advised on the best way to pay my mortgage off, whilst building up my pension pot and saving tax! Looking forward to a long and rewarding partnership with Josh as he continues to support me into retirement.
I had been putting off using a financial advisor for some time, thinking it would be a hassle, but wish I had done it sooner!It has been a very straight forward process and I have been well looked after by Jack. He has provided excellent and easy to follow advice along with listening to my short / long term goals, and getting a suitable strategy in place.I would highly recommend Humboldt if you need professional and friendly financial advice.
As a new company director, I have needed assistance on various financial matters and have been really pleased with Josh Gill at Humboldt in guiding me along this process. It would be fair to say that I have much to learn, and so having someone like Josh to help has been really useful. Will happily recommend Humboldt to friends!
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.