- info@humboldtfinancial.co.uk
- Swan House, 33 Queen St, London, EC4R 1AP
- 020 3031 9187
Looking for trusted Independent Financial Advisers (IFAs)? At Humboldt Financial, our experienced team offers tailored financial advice from our headquarters based in the City of London.
Pension planning is preparing for retirement by choosing suitable pension schemes, contributing regularly, and managing investments to secure a stable income, maximise tax benefits, and ensure long-term financial independence after work.
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.
Very professional and a great personal touch from Oliver. Nothing is too much trouble and it is comforting to know that I have Oliver advising me and managing my investments.
I have used Francis and the team at Humboldt to help manage my finances now for a number of years and have seen consistent growth across all my investments, pretty much always getting a higher rate of return that I see elsewhere. The charges are transparent and they achieve the right balance of giving advice vs questioning what my thoughts are on things. I would 100% recommend Humboldt.
Five Star this far. I have been quite nervous about how to secure peace of mind and an income as the issue has occurred late in my retirement. I feel more comfortable now having been introduced to Jack Logan and am looking forward to a long and fruitful relationship with Jack and Humboldt Financial.
A financial adviser helps you understand your money, plan for future goals, and make clear decisions about savings, pensions, investments and protection. They translate complex rules into plain English and build a plan tailored to your situation.
No. Many people seek advice when starting out with pensions, buying a home, or organising family finances. The aim is to help you make the most of what you have, not just when you already have a large amount saved or invested.
Your adviser will begin with a no-obligation consultation to understand your goals and explain how they work. Any recommendations are tailored to your needs, with costs explained clearly before you commit.
Costs vary depending on the service, but everything will be explained upfront. Fees are transparent, agreed in advance, and often paid directly from investments or a simple fixed fee, so there are no surprises.
It helps to have a summary of your income, outgoings, pensions, savings, and any debts or protection policies. Don’t worry if you don’t have everything to hand—the first meeting is about understanding your situation and goals.
We are committed not only to helping you grow your wealth, but also to protecting it. Financial scams and fraudulent investment schemes are becoming increasingly sophisticated, and we encourage all clients to remain vigilant.
Our firm provides tailored financial planning and investment management services designed to help clients define and pursue their long-term financial goals. This includes:
We work closely with clients to develop personalised strategies aligned with their objectives, risk tolerance and individual circumstances.
If you receive any communication claiming to be from Humboldt Financial that you are unsure about, please do not respond or act on it. Contact us directly using our official contact details to verify its authenticity.
If you believe you have been targeted by a scam, you can report it to Action Fraud (UK) or check the FCA Warning List for known fraudulent firms.
If you would like to speak with a member of our team for reassurance or guidance, please contact us directly at Louise.bliss@humboldtfinancial.co.uk.
The Financial Conduct Authority does not regulate will writing, taxation and trust advice and some forms of Buy to Let mortgages. If you wish to register a complaint, please email louise.bliss@humboldtfinancial.co.uk. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
Humboldt Financial Limited is a FCA regulated company (reference 826457) https://register.fca.org.uk/
Please stay alert to phishing scams claiming to be from Humboldt Financial. We are aware of this scam and it has been escalated. Please do not click on any links or share any personal information. If you are ever unsure whether a message is genuine, please get in touch with us to louise.bliss@
