We provide financial planning services for the following
Services
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.
Customers Reviews
Very helpful.
Outstanding company. Always keeping me updated and a call is no bother. Delighted I found some good financial advisors.
Fantastic. Things going really well
Great experience so far Understandable and eye-opening presentations to visualise future pots
Excellent all round, able to discuss a wide range of options and align on best approach for my circumstances
As a person who didn’t really understand pensions they have explained everything clearly to me. They have given me great advice. Thanks
Excellent service. Already recommended to a friend
Found them on IFA site with good reviews. I have found them responsive and they listened to my individual needs
Very individualised and personable service. Quick responses and regular updates. I would definitely recommend.
I was matched with Humboldt via the Unbiased website recommended by Money Saving Expert. Highly recommended, professional, knowledgeable advice and guidance that surpassed my expectations.
Great service so far sorting out my pension!
Humboldt have advised me, my partner and several family members for several years. The service is always friendly, timely and focussed. We have been impressed with the advice received and the returns earned on the basis of it. Would recommend without hesitation.
I have been using Humboldt to help with financial planning for the last nine months or so and the service has always been concise, realistic and trustworthy. Communication excellent and honest, and the investments they have made for me so far have performed well. I would recommend Humboldt as trusted financial advisers.
Very professional and reassuring. Answers all my questions patiently and throughly. Early days but so far - excellent.
Excellent service. Transparent and reassuring. Can’t fault them . I was worried about my pension and how it was performing and they talked me through all my options and base recommendations that I am comfortable with. Did everything for me and now I can relax. Thank you.
Humboldt Financial offer great advice and are extremely helpful in managing investments
Good advice and knowledge, no pressure, fast responses and good follow-up. Will be first point of call for future advice.
I was in need of advice, directed to Humboldt. They looked at my situation and came up with a plan for me. Easy to deal with and took me through everything. Hoping everything works out. So far a good service.
Explained everything clearly and have made sure to keep me informed at every step.
Very satisfied with the professional advice and service provided by Aimee. Speedy and super helpful when I was stuck with my remortgage. Highly recommend!
I found the Humboldt team to be very helpful and professional in dealing with my retirement requirements. The advice I received was sound and logical and has helped me plan wisely for the years ahead. Every move they suggested was explained in detail so that I understood it completely, and if I didn't follow what they were saying, they happily explained it again. Any query that I've had has been met with a prompt response and advice that makes sense. As a result, I feel very confident about my financial future going into retirement and feel fully informed about how my income is going to pan out in the years to come.
Very professional and very friendly, and Making it easy to understand.