Having graduate with a 1st Class Degree in Economics from the University of Sheffield, Ed has joined Humboldt as a Client Account Manager. Ed helps connect clients with the senior advisor most suited to assist with client’s queries. He is also tasked with conducting detailed analysis into savings, investment, pension and tax opportunities, before assisting in the construction of financial plans that are tailored to the client’s current situation, future plans and long-term goals.
In his spare time, Ed is an avid sports fan who will happily sit down and chat about a wide variety of sports. He is a footballer, playing regularly and following his beloved Leeds United. He also has a particular interest in travel and is always keen to hear recommendations for his next trip.
Investments and Savings
Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.
Pensions
Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.
Retirement income (annuities, drawdown)
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
Pension Transfers - Non Specialist
Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)
Inheritance Planning
Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.
Insurance and Protection
Get help to understand the best level of life cover, critical illness cover and income protection for you.
Fancy a chat?
- Free 60 minute initial consultation
Contact Edward through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help
Edward Brophy
Client Account Manager