- info@humboldtfinancial.co.uk
- Swan House, 33 Queen St, London, EC4R 1AP
- 020 3031 9187
We begin by getting to know you. This includes understanding your goals, aspirations, and what you want your investments to achieve. Every client is different, so our advice is tailored specifically to you.
Following our first conversation, we carry out research and analysis. We review your objectives, values, and current market trends before preparing a detailed recommendation that’s aligned with your needs.
We provide you with a portfolio and recommendations suited to your goals. We then agree how often you’d like reviews—annual, bi-annual, or quarterly—to ensure your investments stay on track and adjustments are made when needed.
Once your strategy is implemented, you’ll have access to monitor your investments at any time. Your adviser will check in regularly, update you on performance, and work with you to improve tax efficiency and meet your evolving financial objectives.
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/
