All of our reviews are from our Google maps page.
Since our first introductory meetings we have been impressed by the service and advice offered by James McNally and Francis Gill at Humboldt. Having explained the strategy in a clear way they actioned our wishes which were in line with their recommendations quickly. James is very responsive to my various questions and is willing to provide his educated opinion when asked. I would totally recommend HF to anyone looking for financial advice no matter how large or small the question.
Working with Humboldt Financial to secure my first financial advisor was incredibly smooth and not at all intimidating experience. My advisor Ryan walked me through it all and answered all my questions to make me feel confident with my future planning in terms of pensions and savings. It’s great to know there are advisors out there who want to help people with their growing assets and who are willing to be accessible and take the fear out of the process.
We have been working alongside Jack Logan now for 2 years. One of the pensions we have, Jack advised us not to pull out of as it is a fantastic works pension scheme to be in. We were also advised to have a WILL in place for our own piece of mind. He has kept us informed every step of the way with our finances and supported us to set up our financial goals for our retirement.
Highly recommended to work with and a very friendly company.
We would recommend James and Humboldt Finance to anyone. We met with James and he listened to everything we were after and then gave us advice based on our specific needs. James was friendly, approachable, knowledgeable but not pushy or sales-y. We wish we had done this years ago and are so glad we found Humboldt. We are looking forward to working with James, for many years to come.
After researching online for a trusted, well-rated advisor I was pointed in the direction of Humboldt. Oliver Canning contacted me and spent plenty of time explaining how they work, what they can offer and what my requirements were as well as answering all of my questions. Everything was put into place in a simple, fuss-free way. I’ve seen a steady growth in the less than 12 months since this happened.
We have been working alongside Jack Logan now for 2 years. One of the pensions we have, Jack advised us not to pull out of as it is a fantastic works pension scheme to be in. We were also advised to have a WILL in place for our own piece of mind. He has kept us informed every step of the way with our finances and supported us to set up our financial goals for our retirement.
Highly recommended.
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/