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About Humboldt Financial

Transition into your golden years with confidence. Our goal is to see to it that you’re 100% prepared for the unpredictable. Let Humboldt Financial turn your retirement dreams into actionable plans.

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London based financial advisers

Trusted Advice, Tailored to You

Every client has unique goals. That’s why we take time to understand your circumstances before recommending strategies. From retirement planning to property investment, our advice is practical, personal, and built around what matters most to you.
  • Understand key pension types
  • Combine pensions for strength
  • State Pension supports income
  • Get professional pension advice

Experienced Team with Proven Results

Our advisers bring specialist knowledge in pensions, portfolio planning, and tax-efficient planning. With over 180 positive Google reviews and a reputation for exceptional service, we pride ourselves on delivering advice you can rely on at every stage of life.
 
  • Understand key pension types
  • Combine pensions for strength
  • State Pension supports income
  • Get professional pension advice
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Integrity

We do what we say we will do. Our word is our bond, and we build lasting trust by acting with honesty, transparency, and respect.

Communication

We speak openly, listen actively, and communicate with clarity and empathy. We prioritise meaningful dialogue that builds understanding and strengthens relationships.

Excellence

We never settle. We pursue mastery in our industry, commit to continual improvement, and hold ourselves to the highest standards in everything we do.

Collaboration

We are better together. We value diverse perspectives, harness individual strengths, and support one another in achieving shared success as a team.

Innovation

We challenge the status quo and welcome change. By embracing fresh ideas and smarter processes, we stay ahead of the curve and deliver better outcomes for our clients and each other.

Fun

We take our work seriously, but not ourselves. We create space for humour, celebrate wins (big and small), and make work a place we genuinely enjoy.

Meet Our Team

Francis Gill

Chief Executive Officer (CEO)
francis gill (2)

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

Investment Trusts
Investment Bonds
Inheritance Planning
Employee stock options
Meet Oliver Canning

Jack Logan

Independent Financial Adviser
Team Pictures (9)

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

James Corpe

Chartered Financial Adviser
Corpe A

Areas of expertise

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

Ryan Cook

Independent Financial Adviser
RC

Areas of expertise

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

Ryan Doyle

Head of Partnerships
James G
Meet Ryan Doyle

James McNally

Independent Financial Advisor
7

Areas of expertise

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

Louise Bliss

Head of Compliance
LB
Meet Louise Bliss

Heather Rafter

Head of Financial Planning
Team Pictures (9)
Meet Heather Rafter

Patricia Fuguet

Communications Manager
Patricia Fuguet Cropped
Meet Patricia Fuguet

Bhumika Barot

Client Success Executive
8
Meet Bhumika Barot

Edward Brophy

Independent Financial Adviser
Ed Picture

Areas of expertise

Tax-Efficient Drawdown
Family Financial Efficiency
Tech Professionals
Financial Protection
Meet Edward Brophy

Prakash Thaker

Paraplanner
Kash New
Meet Prakash Thaker

Shereen Clarke

Administrative Assistant
Shereen OP1
Meet Shereen Clarke

Conor O’Leary

Client Account Manager
CONOR (3)
Meet Conor O’Leary

Jack Corcoran

Client Account Manager
JC NEW (1)
Meet Jack Corcoran

Elliott Simmonds

Independent Financial Adviser
14

Areas of expertise

Retirement & Pension Planning
Tax Efficiency
Portfolio Investment Planning
Mortgage & Insurance
Meet Elliott Simmonds

William Knapman

Client Account Manager
WIll K. A
Meet William Knapman

Imogen Edwards

Independent Financial Adviser
Imogen Edwards

Areas of expertise

Early-career professionals
Family Financial Planning
Portfolio Investment Modeling
Tax planning strategy
Meet Imogen Edwards

Harrison Thomas

Independent Financial Adviser
11

Areas of expertise

Retirement Planning
Employee Stock Schemes
Tax Efficiency
Personal Insurance
Meet Harrison Thomas

James Grant

Client Account Manager
James G.
Meet James Grant

FAQ

Is Humboldt Financial regulated?

Yes. Humboldt Financial is authorised and regulated by the Financial Conduct Authority (FCA Ref: 826457), ensuring our advice meets strict professional standards.

Our office is located at Swan House, 33 Queen Street, London EC4R 1AP. We offer both in-person and online consultations.

We cover pensions, retirement planning, investments, portfolio planning, tax planning, and support for both employees and the self-employed.

You can email us at info@humboldtfinancial.co.uk, call 020 3031 9187, or text 07458 155965. We’ll arrange a convenient time for a meeting.

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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