Francis Gill

Financial planning with Francis is a breeze. He takes note of all my circustances and my main goals and always finds the best way to marry the two. I would highly reccomend him to anyone.

Francis and his team are great - kind, friendly, highly-capable and very patient to explain in a simple way (and multiple times) investment options and products.

Like most people when approaching retirement I was familiar with some of the facts and ignorant to others. I was also mindful of the horror stories of scams. I went for a free interview with Pension Wise and they pointed me in the direction of Unbiased. I entered details onto their secure website and they provided several options, one of which was Humboldt Financial. They were not local but the reports looked promising and I made contact with them. My first online meeting with Oliver was in October and less than four months later I have my pension and investment all sorted. It could have happened slightly quicker but I was still cautious and that will be the case for many people just starting their pension journey. All I can say is that I was extremely fortunate to be sent Humboldt's details and in getting the financial advice from Oliver has made the experience insightful and enjoyable. If the rest of Francis' staff are as knowledgeable and supportive as Oliver then he has assembled a first rate team. Thank you.

I’ve had a very good experience with Humboldt who have advised me thoughtfully and intelligently, dealing both with Francis Gill and Jack Logan. The world of finance can be intimidating but Jack always speaks in layman’s terms so I can understand more easily. Thank you!

Fantastic service from Francis and the team. Wealth management, financial and tax advice is highly recommended

Extremely helpful, Francis has been able to recover over £1,000 in tax relief and Humboldt laid out all the steps along the way. Waiting on HMRC to get back was the frustrating part but when I needed Humboldt to amend my letter they did so instantly. Very clear and transparent with fantastic advice both for what you have with them and what you may hold yourself.

I've been working with Francis from Humboldt Financial for a number of years and have found him to be proactive, reliable and insightful when it comes to my financial planning. Together we have discussed pension, savings and investment options and, despite some challenging market conditions at times, I have found the advice and recommendations Francis provided to be very good. Francis does a great job of providing market updates and, unlike other advisors I've worked with, he is able to clearly explain the rationale for selecting one course of action over another. My working relationship with Francis has developed over time from one when he was very much guiding me to one where we can now have an open and informed decision about my finances. Francis has been an excellent advisor in both scenarios and has flexed his style as my knowledge around investments developed. I would highly recommend Francis as a financial advisor as he's not put a foot wrong when it comes to my financial planning.