Client Account Manger
Imogen is a Client Account manager here at Humboldt Financial. Imogen assists advisors in tailoring financial plans for clients and ensures clients accounts are all in order. She is currently studying Economics at the University of Liverpool and is looking forward to taking on her own clients at the firm.
Imogen spends her spare time going on long runs, socialising with friends and is partial to going for brunch.
Join our community of hundreds of motivated and like-minded individuals who are writing the future today, while securing their legacies for tomorrow.
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.
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.
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
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/
