- info@humboldtfinancial.co.uk
- Swan House, 33 Queen St, London, EC4R 1AP
- 020 3031 9187
Money worries reduce focus and wellbeing. We provide employees with confidential, practical guidance covering budgeting, debt, benefits, pensions, and big decisions, so they feel in control. Support is friendly, jargon-free, and focused on clear actions employees can take straight away.
Employees can book short sessions during work hours or virtually. We answer immediate questions, review priorities, and create a simple action plan. Where regulated advice is appropriate, we signpost clearly. Follow-up emails summarise steps and resources, helping people make progress confidently and avoid common pitfalls.
We provide checklists, calculators, and plain-English guides tailored to common situations like first home, debt stress, parental leave, or retirement planning. Each resource ends with specific next steps and signposts to employer benefits. People know what to do, when to do it, and where to get help.
Humboldt Financial will deliver confidential guidance, practical resources, and measurable improvements in employee financial wellbeing.
Guidance explains options and next steps without recommending specific products. Regulated advice gives personalised recommendations and must meet strict rules. We deliver guidance and signpost to advice when appropriate. Employees always understand which service they are receiving.
Yes, with employer agreement. Short sessions minimise disruption and can be held online or on-site. Booking is simple and consent-based. We provide attendance summaries without personal details.
We triage issues and outline immediate actions. Where specialist advice or legal input is needed, we refer to trusted partners. Employees remain in control of decisions and pace. Follow-ups ensure progress continues.
We use plain English, clear visuals, and culturally sensitive examples. Materials are accessible and mobile-friendly. We encourage questions and avoid jargon. Everyone leaves with practical, achievable actions.
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/
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@
