info@humboldtfinancial.co.uk
Swan House, 33 Queen St, London, EC4R 1AP
020 3031 9187

Financial Advice from London’s Independent Financial Advisers

Trusted financial advice for a changing world. Let us back our words by actions on your financial plan.

Married or in a Civil Partnership? Tax Planning Opportunities You May Be Overlooking

NHS 2015 Pension Early Retirement: What Happens if You Retire Before 68?

Sharia-Compliant Financial Planning in the UK: What You Need to Know

RSU Tax Planning: How Can You Manage the Tax on Your Restricted Stock Units?

Can I Afford to Retire on £50,000 a Year? How to Know if You're on Track

I’ve Taken Voluntary Redundancy: What Should I Do With My Settlement Payment?

Will My Pension Be Taxed on Death? What the April 2027 IHT Changes Mean for You

The 7-Year Rule Explained: How Gifting and Trusts Can Cut Your Inheritance Tax Bill

How BPR Investments Can Still Reduce Your Inheritance Tax Bill After the 2026 Changes

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@humboldtfinancial.co.uk