Bhumika Barot

Client Success Executive

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Bhumika transitioned from a career in customer support to becoming a proficient paraplanner, bringing with her a unique set of skills refined through years of direct client interaction.

Outside of work, Bhumika is a qualified yoga instructor who finds balance through self-practice. Bhumika enjoys travelling to new places and exploring the food scene wherever she goes.

Are you ready to get financial advice?

Join our community of hundreds of motivated and like-minded individuals who are writing the future today, while securing their legacies for tomorrow.

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

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

FAQ

What’s your favourite part of your role?

The cross functionality between the teams and being able to help wherever I can.

What are the core components of your role within the Humboldt team?

My primary goal is to ensure our clients have an easy, seamless experience working with us. Our expert Financial Advisers focus on offering the best advice and solutions for our clients, while I work in the background to make sure those plans are set in motion swiftly and accurately.

What are the most common questions or challenges you help solve?

Working primarily on the administrative side of it all, I sometimes hear from clients that they don’t know where to find some of the personal or financial details we might need to activate their new financial plans. I support our clients along the way, directing them where and how to gather what they need, ensuring this is a quick and easy process.

What's it like working with Humboldt?

There’s a strong team culture where everyone collaborates and supports one another and there is always an opportunity to grow. There’s never really a bad day in the office.

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