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Financial Advice from London’s Independent Financial Advisers

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.

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London based financial advisers
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Pensions Planning

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.

Pensions and Retirement Planning
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Portfolio Plannning

Portfolio Planning in finance is the strategic selection, monitoring, and adjustment of investments, like stocks, bonds, and funds to balance risk and return, align with goals, and maximise long-term financial growth.
Financial Planning for NHS Employees Are You Making the Most of Your Pension & Benefits
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Tax and Estate Planning

Tax and estate planning is organising finances, assets, and inheritance to minimise tax liabilities, protect wealth, ensure smooth transfer to heirs, and achieve long-term personal and family financial goals.
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Clarity, Confidence, and Control for Your Financial Future.

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.

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Francis Gill

Chief Executive Officer (CEO)
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Areas of expertise

Retirement & Pension Planning
Portfolio Investment Planning
Tax efficiency
Investment trust
Meet Francis Gill

Oliver Canning

Independent Financial Adviser
OC

Areas of expertise

Inheritance Planning
Investment Trust
Investment Bonds
Estate Planning
Meet Oliver Canning

Jack Logan

Independent Financial Adviser
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Areas of expertise

Oil & Gas
Later Life and Pension Drawdown
Retirement Planning
Pre- Retirement  
Meet Jack Logan

Joshua Gill

Independent Financial Adviser
JG

Areas of expertise

Insurance Specialist
Self-employed/Ltd Optimisation
Retirement & Pension Planning
Estate Planning
Meet Joshua Gill

Ryan Cook

Independent Financial Adviser
RC

Areas of expertise

Estate planning/ Wills & LPAs
Tax efficiency
Portfolio Investment Planning
Family Protection Planning
Meet Ryan Cook

James Corpe

Chartered Financial Adviser
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Areas of expertise

Later Life and Pension Drawdown
Pre-Retirement
Retirement Planning
Tax Efficiency
Meet James Corpe

James McNally

Independent Financial Advisor
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Areas of expertise

Restricted Stock Units
Pharmaceuticals 
Employee Benefits
Retirement & Pension Planning
Meet James McNally

Over 200 Glowing Client Reviews

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.

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Bryan Thomson

 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.

 

 

 

 

Oliver Canning
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Dave Fielding

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.


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Philip Baker

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.

 

 

Jack Logan: Financial Adviser - Humboldt Financial
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FAQ

What does a financial adviser actually do for me?

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 Services

Our firm provides tailored financial planning and investment management services designed to help clients define and pursue their long-term financial goals. This includes:

  • Personal financial planning
  • Retirement planning and wealth accumulation strategies
  • Investment management and portfolio construction
  • Tax-efficient planning and risk management
  • Estate planning coordination
  • Employer and workplace financial solutions

We work closely with clients to develop personalised strategies aligned with their objectives, risk tolerance and individual circumstances.

Important Security Notice

  • We do not, under any circumstances, advise on or deal in cryptocurrencies
    Humboldt Financial does not offer, recommend, or facilitate investments in cryptocurrencies or cryptocurrency-based products. Digital assets such as Bitcoin, Ethereum and other crypto tokens do not form part of our investment offering. Cryptocurrencies are not considered regulated investment products by the UK’s financial regulator, the Financial Conduct Authority (FCA). Any communication suggesting otherwise should be treated as fraudulent.
  • We do not hold client money
    Humboldt Financial does not hold client funds and will never ask you to deposit money into an account in the name of Humboldt Financial. Any request to do so should be treated as fraudulent.
  • We will only contact you through official Humboldt Financial channels
    All legitimate communication from us will come from a verified @humboldtfinancial.co.uk email address and through our official UK contact details.
  • We will never request urgent or unusual transfers of funds
    We will not ask you to move money to new or unfamiliar accounts without proper verification and prior discussion.
  • We do not cold call or pressure clients
    We do not make unsolicited calls promoting investments or apply pressure to make immediate financial decisions.

How to protect yourself from scams

  • Check FCA authorisation
    Always verify that a firm is authorised by the Financial Conduct Authority (FCA) using the official FCA Register.
  • Be cautious of unexpected contact
    Treat unsolicited calls, emails, or messages about investments with caution—especially those creating urgency.
  • Be wary of high or guaranteed returns
    Investments promising unusually high or “guaranteed” returns are a common sign of fraud.
  • Protect your personal information
    Never share sensitive financial or personal details unless you are certain of the recipient’s identity.
  • Verify payment details independently
    Always confirm bank details using trusted contact information before transferring funds.

If you are unsure

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.

Reporting concerns

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/

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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@humboldtfinancial.co.uk