- info@humboldtfinancial.co.uk
- Swan House, 33 Queen St, London, EC4R 1AP
- 020 3031 9187
A financial adviser helps you make smart decisions about your money. This can include pensions, investments, savings, mortgages and planning for retirement. Their role is to explain your options in simple terms and guide you towards choices that match your goals and financial situation. In short, they help you feel more confident about your future.
Yes, many people benefit from advice even if they already have a pension. A financial adviser can check whether your pension is performing well, whether your fees are too high, and if your investments match your goals and risk level. They can also help you understand how much you need for retirement and whether you’re on track
Financial advisers are usually paid in one of three ways: a fixed fee, an hourly rate, or a percentage of the money they manage for you. Good advisers explain their fees clearly before any work begins, so you know exactly what you’re paying for. Transparency is a big part of modern financial advice.
No — financial advice is for anyone who wants to feel more in control of their money. Many clients are everyday people who want help understanding their pensions, planning for retirement, improving savings or organising their finances after a life change. You don’t need to be wealthy to benefit from professional advice.
Look for an adviser who is fully regulated by the FCA, clear about their fees, and willing to explain things in simple terms. It also helps to choose someone who understands your goals, whether that’s retirement, saving for your family, investing, or tax planning. A good adviser should make you feel comfortable, informed and confident.
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 firm provides tailored financial planning and investment management services designed to help clients define and pursue their long-term financial goals. This includes:
We work closely with clients to develop personalised strategies aligned with their objectives, risk tolerance and individual circumstances.
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.
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/
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@
