Financial Advice for Employers

At Humboldt Financial, we provide trusted, FCA-regulated financial advice for employers. Arrange a meeting with one of our advisers today.

Smart Savings & Salary Sacrifice

Boost value with salary sacrifice schemes
Model employer and employee savings
Ensure compliance with clear governance
Communicate benefits simply to staff

Employee Life Stage Support

Tailored guidance across life stages
Workshops, clinics, and plain-English education
One-to-one support for major transitions
Align advice with HR and benefits

Employer Benefits

Build benefits that attract and retain
Prioritise core essentials employees value
Add flexible, voluntary extras sensibly
Communicate clearly for high engagement

Employer Tools & Insights

Confidential one-to-one financial guidance
Action plans with clear next steps
Practical tools, checklists, and resources
Boost employee wellbeing and confidence

Humboldt for Employees

Confidential one-to-one financial guidance
Action plans with clear next steps
Practical tools, checklists, and resources
Boost employee wellbeing and confidence

Humboldt for Partners

Partner with HR, accountants, legal advisers
Set clear roles, standards, and security
Deliver joint programmes with measurable impact
Evidence outcomes through shared reporting

FAQ

What is Humboldt Financial’s financial wellbeing solution?

We believe we offer one of the UK’s most complete and inclusive financial wellbeing services, supporting employees at every life stage, from emergency savings and estate planning to pensions and retirement.

How does Humboldt help employers reduce staff turnover and attract new talent?

By improving your employees’ financial health, we aim to help reduce financial stress and support stronger employee loyalty. At the same time, offering meaningful financial benefits can help you position yourself as an employer of choice to new recruits.

What savings opportunities are available for businesses and staff?

We aim to help you identify potential savings opportunities through salary sacrifice pensions and National Insurance contribution efficiencies. Employees may also benefit from smarter savings, tax efficiency planning, and tailored cost of living support.

How easy is Humboldt’s solution to manage?

Our platform is simple and effective. With the employer portal, you can view and oversee joiners, leavers, and reports, while we provide annual reviews and actionable insights on how staff are using their benefits.

What direct support do employees receive?

Employees get access to professionals we believe to be trusted financial experts, pension tracking, smart savings tools, and financial education. This helps ensure they have access to advice for both immediate and long-term financial needs.

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