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Humboldt Financial Ltd

We provide financial planning services for the following

Pre Retirement

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Big Tech Employees

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Directors & Executives

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Inheritance Recipients

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Oil and Gas Employees

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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.

Customers Reviews

Anita Bancroft
March 22, 2024

As a person who didn’t really understand pensions they have explained everything clearly to me. They have given me great advice. Thanks

Hollie Mckeon
March 7, 2024

Excellent service. Already recommended to a friend

Graham Waller
March 1, 2024

Found them on IFA site with good reviews. I have found them responsive and they listened to my individual needs

February 17, 2024

Very individualised and personable service. Quick responses and regular updates. I would definitely recommend.

Andy Haddon
February 5, 2024

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.

Dean Sheppard
February 3, 2024

Great service so far sorting out my pension!

David Salcedo
January 12, 2024

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.

Louis Blake
December 19, 2023

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.

Rachel C
December 16, 2023

Very professional and reassuring. Answers all my questions patiently and throughly. Early days but so far - excellent.

Tania Ashton-Beaton
December 11, 2023

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.

steven lighstone
December 11, 2023

Humboldt Financial offer great advice and are extremely helpful in managing investments

Gavin Dibb
November 16, 2023

Good advice and knowledge, no pressure, fast responses and good follow-up. Will be first point of call for future advice.

peter Davison
November 6, 2023

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.

Gordon Anderson
October 8, 2023

Explained everything clearly and have made sure to keep me informed at every step.

takako minamishima
October 3, 2023

Very satisfied with the professional advice and service provided by Aimee. Speedy and super helpful when I was stuck with my remortgage. Highly recommend!

September 27, 2023

Great service - clear, friendly and fast. Couldn't fault it!

David Lloyd-Williams
September 26, 2023

Comprehensive advice which will hopefully pay dividends when the time comes to start to use my pension

Norman Smith
August 18, 2023

Excellent experience from the team, knowledgeable and helpful, guidance from everyone related to the business was spot on.

Kaitlyn Dalterio
August 4, 2023

I’ve worked with Humboldt on our company benefits and have been really impressed with their service. They were able to provide us the best value benefits package for our employees and also great financial well-being webinars.