Financial Planning for Energy Sector Employees
Humboldt is a financial planning firm that specialises in helping the energy sector manage its financial affairs. This guide identifies the key challenges faced by employees in the industry and provides a strategy for making the most of the generous and often complex opportunities available.
How can we help?
The question, ‘Will I have enough to retire comfortably?’ is one of the most important financial questions we face. Whether you’re nearing retirement or just planning ahead, understanding where you stand is the first step toward a secure and fulfilling future. Our retirement checkup will give you the confidence to know if your savings are on track, and help you make adjustments if needed.
Review Your Benefits Package
Helping you minimise tax liabilities and make the most of available tax-efficient opportunities, such as ISAs, pensions, and other investment vehicles
Make Your Business More Attractive to Talent
A competitive benefits package can help you stand out from the crowd and attract top candidates in your industry.
Create Benefits that Fit Your Team’s Needs
Whether it’s pensions, health insurance, or income protection, we’ll help you develop a benefits package that works for your current employees and those you hope to hire.
Support Employee Wellbeing
A well-rounded benefits package can help your employees thrive, knowing they’re supported in all aspects of their lives, from health to financial security.
Guidance for Growing Businesses
We understand the unique challenges small and medium sized businesses face. We’re here to provide expert advice and craft benefits solutions that fit your budget.
Ready to Improve Your Benefits Package?
If you’re ready to create a benefits package that helps your business grow while supporting your employees, let’s chat! Schedule a Workplace Benefits Review today, and we’ll help you design a plan that works for everyone.
Please contact Independent Financial Adviser Jack Logan if you’d like to arrange a video face to face consultation.
Why Review Your Employee Benefits Package?
Our Approach
Boost Your Business’s Appeal: Offering the right benefits makes your business more attractive to potential employees, helping you bring in and retain the best talent.
Designed for Small and Medium-Sized Businesses: You don’t need to have a big corporate budget to offer valuable benefits. We’ll help you find options that make sense for your business size and needs.
Andrew Skinner
We have been working alongside Jack Logan now for 2 years. One of the pensions we have, Jack advised us not to pull out of as it is a fantastic works pension scheme to be in. We were also advised to have a WILL in place for our own piece of mind. He has kept us informed every step of the way with our finances and supported us to set up our financial goals for our retirement.
Highly recommended to work with and a very friendly company.
Sam Saxby
Jack Logan at Humboldt has been my financial adviser for the past two years and is helping me with my pension savings. I’m a novice with regard to investments and Jack is approachable and he demystifies the pensions/investments landscape. He listens and gives appropriate advice. He makes the process interesting (enjoyable even). And I’m very happy with how my pension fund is performing.
PAWS
Have been a customer for several years now with Jack Logan as my primary contact. Highly professional, superb advice and nothing is too much trouble. If you only ever use one financial advisory service – make sure its Humboldt !