As a Financial Adviser based in London, I specialise in creating bespoke financial strategies tailored to optimise investments, manage debt, and secure the financial futures of ambitious young professionals, particularly those working in the dynamic environment of the city. Financial planning is not merely about managing money; it is about unlocking opportunities, fostering growth, and providing peace of mind.
At Humboldt Financial, my focus is on simplifying the complexities of personal finance and making it accessible. By offering customised advice, I help clients navigate the intricate landscape of wealth creation with clarity and confidence. Whether you are embarking on your professional journey, preparing for significant life transitions, or try to solidify your long-term financial security, I am here to guide you at every stage.
My approach is defined by proactivity and an unwavering dedication to client success. My priority is to empower you to make well-informed financial decisions that reflect your unique goals and aspirations. Together, we will build a comprehensive and sustainable financial plan designed to support your long-term success. If you are ready to take charge of your financial future, I would be delighted to assist you.
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.
- BA (Hons) Banking and Finance
Fancy a chat?
- Free 60 minute initial consultation
Contact Joe through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help
Joe Longden
Independent Financial Adviser