- info@humboldtfinancial.co.uk
- Swan House, 33 Queen St, London, EC4R 1AP
- 020 3031 9187
Employees face different money pressures at each stage of life. Tailored guidance improves wellbeing, focus, and retention. We deliver practical education and one-to-one support for moments that matter. First homes, growing families, caring responsibilities, and retirement decisions without overwhelming people with jargon.
We run short, engaging sessions on budgeting, credit, mortgages, pensions, and tax basics, adapted for early career, mid-life, and pre-retirement groups. Confidential drop-in clinics support sensitive questions. Materials are plain English and action-focused, with signposts to tools, benefits, and regulated advice where appropriate.
We provide individual sessions for life events like parental leave, redundancy risk, divorce, caring duties, or approaching retirement. Conversations are confidential and practical, with clear next steps. We coordinate with your benefits, HR policies, and legal advisers when needed, so employees receive consistent, joined-up support.
Humboldt Financial will design workshops and clinics, deliver personal guidance, and measure impact so employees feel supported at every stage.
We tailor content to common needs: budgeting, debt control, mortgages, pensions, and basic tax. Early-career staff might focus on credit and saving; mid-life teams on mortgages and childcare; pre-retirees on pensions and withdrawals. Sessions are short, practical, and jargon-free. Everyone leaves with clear next steps.
Yes. Conversations are private and focused on practical actions, not product sales. We keep notes only with informed consent and never share personal details with employers. If specialist advice is needed, we explain options and boundaries clearly.
We use simple metrics: attendance, engagement, self-reported confidence, and follow-up actions. Anonymous feedback highlights what to change next time. We also track signposting effectiveness—who used tools or benefits afterwards. Results are reported in plain language for senior stakeholders.
No. Our approach is empathetic and solutions-focused. We normalise common challenges and provide small, achievable steps. People get practical help without pressure, and can return for follow-up if needed.
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@
