Imogen is a Client Account manager here at Humboldt Financial. Imogen assists advisors in tailoring financial plans for clients and ensures clients accounts are all in order. She is currently studying Economics at the University of Liverpool and is looking forward to taking on her own clients at the firm.
Imogen spends her spare time going on long runs, socialising with friends and is partial to going for brunch.
Investments and Savings
Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.
Pensions
Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.
Retirement income (annuities, drawdown)
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
Pension Transfers - Non Specialist
Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)
Inheritance Planning
Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.
Insurance and Protection
Get help to understand the best level of life cover, critical illness cover and income protection for you.
Fancy a chat?
- Free 60 minute initial consultation
Contact Imogen through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help
Imogen Edwards
Client Account Manager