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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.

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.

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.

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.

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.

We are committed not only to helping you grow your wealth, but also to protecting it. Financial scams and fraudulent investment schemes are becoming increasingly sophisticated, and we encourage all clients to remain vigilant.

Our Services

Our firm provides tailored financial planning and investment management services designed to help clients define and pursue their long-term financial goals. This includes:

  • Personal financial planning
  • Retirement planning and wealth accumulation strategies
  • Investment management and portfolio construction
  • Tax-efficient planning and risk management
  • Estate planning coordination
  • Employer and workplace financial solutions

We work closely with clients to develop personalised strategies aligned with their objectives, risk tolerance and individual circumstances.

Important Security Notice

  • We do not, under any circumstances, advise on or deal in cryptocurrencies
    Humboldt Financial does not offer, recommend, or facilitate investments in cryptocurrencies or cryptocurrency-based products. Digital assets such as Bitcoin, Ethereum and other crypto tokens do not form part of our investment offering. Cryptocurrencies are not considered regulated investment products by the UK’s financial regulator, the Financial Conduct Authority (FCA). Any communication suggesting otherwise should be treated as fraudulent.
  • We do not hold client money
    Humboldt Financial does not hold client funds and will never ask you to deposit money into an account in the name of Humboldt Financial. Any request to do so should be treated as fraudulent.
  • We will only contact you through official Humboldt Financial channels
    All legitimate communication from us will come from a verified @humboldtfinancial.co.uk email address and through our official UK contact details.
  • We will never request urgent or unusual transfers of funds
    We will not ask you to move money to new or unfamiliar accounts without proper verification and prior discussion.
  • We do not cold call or pressure clients
    We do not make unsolicited calls promoting investments or apply pressure to make immediate financial decisions.

How to protect yourself from scams

  • Check FCA authorisation
    Always verify that a firm is authorised by the Financial Conduct Authority (FCA) using the official FCA Register.
  • Be cautious of unexpected contact
    Treat unsolicited calls, emails, or messages about investments with caution—especially those creating urgency.
  • Be wary of high or guaranteed returns
    Investments promising unusually high or “guaranteed” returns are a common sign of fraud.
  • Protect your personal information
    Never share sensitive financial or personal details unless you are certain of the recipient’s identity.
  • Verify payment details independently
    Always confirm bank details using trusted contact information before transferring funds.

If you are unsure

If you receive any communication claiming to be from Humboldt Financial that you are unsure about, please do not respond or act on it. Contact us directly using our official contact details to verify its authenticity.

Reporting concerns

If you believe you have been targeted by a scam, you can report it to Action Fraud (UK) or check the FCA Warning List for known fraudulent firms.

If you would like to speak with a member of our team for reassurance or guidance, please contact us directly at Louise.bliss@humboldtfinancial.co.uk.

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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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