Trusted advice for a changing world.
Let us back our words by actions on your financial plan.
We provide financial planning services for the following
Services
We believe that a financial adviser can add tremendous value to your life merely by providing a level of accountability and making sure that you keep on track of your financial goals and objectives. 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, is an easy breakdown of steps we take together.
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
Caroline Mills
I came to Humboldt via Unbiased and was introduced to Oliver to look into my retirement planning. Oliver clearly explained my options and was not pushy in anyway. I am not used to using a Financial Advisor and was concerned about the charges involved but Oliver explained the difference between my current pension funds and how they could be managed moving forward.
Marco Lo Giudice
Financial planning with Francis is a breeze. He takes note of all my circustances and my main goals and always finds the best way to marry the two. I would highly reccomend him to anyone.
Amanda Pye
I had the pleasure of speaking to James McNally of Humboldt Financial.
James contacted me after my initial request for help and support around my pension.
James thoroughly explained everything in welcomed detail and his follow up and attention to detail was faultless.
Thank you for your support James. I would have no hesitation in recommending you.
We've won Awards.
Humboldt Financial is proud to have been recognised as one of the top 100 financial advisors by the Financial Times in 2023. 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.