Imogen Edwards

Independent Financial Adviser

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Imogen is an Independent Financial Adviser at Humboldt Financial, working closely with clients to develop tailored financial strategies that help them achieve their goals. She has expertise in supporting early-career professionals, family financial management, portfolio investment modelling, and tax planning, providing personalised advice designed to meet each client’s unique needs.

Holding a degree in Economics, Imogen combines her academic background with practical experience to deliver well-rounded and effective financial solutions.

Outside of work, she enjoys long runs, socialising with friends, and discovering new brunch spots.

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 inspired you to get into the financial advice industry?

I wanted to help people make smarter financial decisions and see them reach their goals. A lot of people don’t have all the information they need when making financial choices, so it’s great to educate them and make sure they’re set up for the future.

What’s your favourite part of working with clients?

Seeing the positive impact that good financial decisions have on their lives. It’s so rewarding to help clients feel confident and empowered about their financial future. Plus, I get to meet so many different people and learn from each one.

Is there a unique approach or perspective that sets you apart?

I like to focus on understanding my clients’ overall picture – what they value and their goals. This way, I can craft strategies that truly fit them, not just go by the numbers. My goal is to help them reach what they’ve always envisioned.

What's it like working with Humboldt?

t’s been a great experience so far! The team is young and motivated, and the competitive atmosphere really pushes me to keep improving and growing as an advisor.

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