Skip links

Portfolio Management

At Humboldt Financial, we believe that selecting the right investment and the most suitable portfolio is much more than just blind-luck-stock-picking. We aim to tailor our portfolio to your specific needs. Taking into account a whole range of information to make sure that your approach is suitable through personal plan building. Take a look at the process below.

5 Steps to Building Your Investment Plan

We have taken some time below to detail our approach to selecting appropriate investments for you. This is not a 'one-size-fits-all' process and everyone is different. Take some time out of your day and speak to an adviser about how we can help with your investments.

We Get to Know You

If it walks like a duck and talks like a duck, then it's probably a duck. That might be true for ducks, but it's not true for truly personal tailored advice. Tell us about your goals and aspirations, and how you would like us to help.

Research & Analysis

After our initial chat, we will go away and do what (we think) we do best. We will take a full view of your goals & objectives, personal views and values, consider recent trends, and then begin preparing our recommendation.

Portfolio & Recommendation

Depending on how much you like us and want to see us, we will review your pension on an annual, bi-annual or quarterly basis to make sure that things are moving as expected. If we think there are any changes that need your immediate attention.

Strategy & Implementation

Once we implement, we will give you access to review your investments as and when you please. We will also check up on them and make sure that all is going smoothly. This is a simple process and some say, the most exciting!

Ongoing Service

You and your Adviser will regularly discuss your portfolio and your ongoing needs whilst we look to make you more and more tax efficient in other areas of your financial goals & objectives.

It doesn't cost anything to know where you stand

Even if you're just after a financial health check. Speak to a professional adviser who knows this industry and can help determine if you are in good financial stead. The calls cost nothing (other than you mobile carrier charges) and doesn't take more than 25 minutes just to get some peace of mind.

    Before you supply any personal details to us via the contact us page on this website, please read our customer privacy notice document here. This notice sets out how we will process your personal data in line with the General Data Protection Regulations. Once you have read the customer privacy notice, please tick to confirm that you have read it and that you agree to Humboldt Financial processing your personal information for the purpose of contacting you. We will not use the details you provide us in the contact page to market to you.