About Us
Humboldt Financial is a trusted, FCA-regulated financial advisory firm (ref. 826457) providing expert advice from our London office at Swan House, 33 Queen Street, EC4R 1AP. Whether you’re looking to grow your investments, plan your retirement, or secure your financial future, our dedicated team is here to help. Contact us at [email protected], call 020 3031 9187, or text 07458 155965 for personalized advice you can rely on.
Humboldt Financial
At Humboldt Financial, our experienced team of financial advisers is committed to delivering personalised guidance tailored to your needs. You can view individual profiles on our website and arrange online or in-person meetings to discuss your financial goals. We specialise in pensions and retirement planning, support for the self-employed and employees, company benefits, property and mortgage advice, and portfolio management. With over 180 positive Google reviews and a reputation for exceptional service, we are here to help you achieve financial security. Our office is open from 08:30 to 18:00, Monday to Friday — get in touch to start planning your future today.
You can view detailed profiles of our advisers to find the right expert for your needs. Easily arrange an online or in-person meeting at a time that suits you. Our friendly, professional team is available to guide you through pensions, investments, mortgages, and more — helping you plan confidently for the future.
Our Culture
Our culture embodies this in everything we do. Whether it’s the little things like a card at Christmas, or the being available to provide you with assistance when you need it most, our commitment is to always provide unparalleled services that puts your interests first.
The Difference
Unlike most advisers, we have no incentives to sell you commission-based financial products or make recommendations when it’s not best for you just because we can charge for it. Our simple fee structure aligns your interests with our business goals.
Our customers reviews give a glimpse into what to expect
John West
He was very informative and made the information easy to understand.
His professionalism was excellent to the point that he advised me to stay with the current pensions I had, no pushy selling. This was a breath of fresh air and showed that he has our best interests at heart.
David Stoneman
Josh and James were really helpful in clarifying the available options around consolidating and investing my various pension pots and assisting in working out a way forward to achieving my goals. I look forward to a mutually profitable relationship with Humboldt Financial.
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.
David V
Josh from Humboldt has been our advisor for almost two years and we are very happy! He’s introduced us to others within the company, and some external specialists, and everyone has been friendly and professional. Humboldt takes the time to understand us and our plans, and has become an integral part of helping us achieve our goals.
Jay C
Absolutely fantastic. We were a little nervous about getting financial advice because of the complexities involved, but Sam and the team could not have been more supportive and helpful. From the first moment we chatted, we knew were in good hands and they have been clear and honest every step of the way. We feel 100% confident with their advice and support and I just regret that we didn’t contact them earlier.
Daniel Sanz Sharley
I was matched with Humboldt via the Unbiased website and discussed my pension and investments with Josh Gill in a free consultation call and then subsequent follow-up calls. He was very knowledgeable and put together a suggested plan for the future which was tailored to me. He was always happy to answer the many questions I had during this initial period and it was a no-brainer to move forward with his recommendations.
Isabella Carini
I have loved how professional and approachable receiving financial advice from Humboldt has been. Jack Ballard has been incredibly friendly, supportive and knowledgable when providing advice and has made the entire experience effortless. I would highly recommend his services.
Ben Bennell
I was recommended to Humboldt through unbiased, and have found the engagement process to be thorough and well structured. Oliver has explained the process, the fees, and the benefits of consolidating my pensions clearly throughout. I look forward to building up my pension pot proactively, rather than just sitting around waiting for it to grow.
Sam Saxby
Jack Logan at Humboldt has been my financial adviser for the past year and is helping me with my pension savings. I’m a novice with regard to investments and Jack is approachable and discusses financial matters in a way that’s easy to understand. He listens and gives appropriate advice. He makes the process interesting (enjoyable even). It’s only been a year, but so far I’m very happy with how my pension fund is performing.
Ryan Payton
I found Humboldt through unbiased for some financial advice around long term planning and investments. James offered a couple of free consultation sessions which went into a lot of detail on my specific circumstances to show what he could help me with. Very impressed with the professionalism and he’s always happy to take extra time to walk me through the details until I understand.
Steve Pinchen
I came to Humboldt via Unbiased as I was looking for help with retirement planning. Josh from Humboldt has been really helpful explaining all the options and recommendations clearly and in layman’s terms. The plan proposed is clear and fits just what we need. I would definitely recommend Josh and the Humboldt team.
Mia
Worked with Josh who has been super helpful and super patient as I have had many questions before going through with my selected policies. He took my situation into consideration and came back with some great financial recommendations, and I am looking forward to seeing how they perform. Thank you, Josh!