Zuzana Bundova

I've had a fantastic period co-working with Francis and Josh, great lads!

I cannot speak highly enough of Francis at Humboldt Financial! From our very first meeting, it was clear that Francis brings a level of professionalism, expertise, and genuine care that sets him apart in the world of financial advising. Francis took the time to deeply understand my financial goals, both short and long-term. His approach was personalised, and he made sure to explain complex concepts in a way that was easy to understand and has had to do numerous times. Whether it was retirement planning, investment strategies, or budgeting for future expenses, Francis laid out clear, thoughtful strategies that aligned with my personal financial situation. What really stood out to me was his attention to detail and proactive communication. I feel incredibly confident in my financial future thanks to Francis’s guidance. More than just a financial advisor, Francis truly cares about his clients. His ability to combine technical knowledge with an empathetic, client-centered approach makes working with him a pleasure. I wholeheartedly recommend Francis to anyone looking for a dedicated and trustworthy financial advisor. If you’re seeking personalised, top-tier financial guidance, Francis at Humboldt Financial is your go-to professional!

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.

Francis and his team are great - kind, friendly, highly-capable and very patient to explain in a simple way (and multiple times) investment options and products.

Like most people when approaching retirement I was familiar with some of the facts and ignorant to others. I was also mindful of the horror stories of scams. I went for a free interview with Pension Wise and they pointed me in the direction of Unbiased. I entered details onto their secure website and they provided several options, one of which was Humboldt Financial. They were not local but the reports looked promising and I made contact with them. My first online meeting with Oliver was in October and less than four months later I have my pension and investment all sorted. It could have happened slightly quicker but I was still cautious and that will be the case for many people just starting their pension journey. All I can say is that I was extremely fortunate to be sent Humboldt's details and in getting the financial advice from Oliver has made the experience insightful and enjoyable. If the rest of Francis' staff are as knowledgeable and supportive as Oliver then he has assembled a first rate team. Thank you.

I’ve had a very good experience with Humboldt who have advised me thoughtfully and intelligently, dealing both with Francis Gill and Jack Logan. The world of finance can be intimidating but Jack always speaks in layman’s terms so I can understand more easily. Thank you!

Fantastic service from Francis and the team. Wealth management, financial and tax advice is highly recommended

Extremely helpful, Francis has been able to recover over £1,000 in tax relief and Humboldt laid out all the steps along the way. Waiting on HMRC to get back was the frustrating part but when I needed Humboldt to amend my letter they did so instantly. Very clear and transparent with fantastic advice both for what you have with them and what you may hold yourself.