Zuzana Bundova
Client Account Manager
As a career changer with a background in health science and psychology, I bring a unique, holistic perspective to financial planning, focusing on both the financial and emotional well-being of my clients.
I understand that financial decision-making can be a major source of stress, so I create strategies that not only align with my clients’ life goals and personal values but also make the process feel manageable and clear. My experience in health and well-being, combined with client-facing roles at the world’s second-largest asset manager, has been invaluable in helping clients foster healthy, balanced relationships with their finances and confidently plan for retirement.
Having lived in multiple countries and being multilingual, I’m able to connect with a diverse range of clients, simplifying complex financial concepts and fostering genuine understanding. I value cultural sensitivity and pride myself on tailoring financial strategies to reflect each client’s unique background and preferences.
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 (annuities, drawdown)
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
Pension Transfers - Non Specialist
Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)
Inheritance Planning
Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.
Insurance and Protection
Get help to understand the best level of life cover, critical illness cover and income protection for you.
I've had a fantastic period co-working with Francis and Josh, great lads!
I cannot speak highly enough of Francis at Humboldt Financial! From our very first meeting, it was clear that Francis brings a level of professionalism, expertise, and genuine care that sets him apart in the world of financial advising. Francis took the time to deeply understand my financial goals, both short and long-term. His approach was personalised, and he made sure to explain complex concepts in a way that was easy to understand and has had to do numerous times. Whether it was retirement planning, investment strategies, or budgeting for future expenses, Francis laid out clear, thoughtful strategies that aligned with my personal financial situation. What really stood out to me was his attention to detail and proactive communication. I feel incredibly confident in my financial future thanks to Francis’s guidance. More than just a financial advisor, Francis truly cares about his clients. His ability to combine technical knowledge with an empathetic, client-centered approach makes working with him a pleasure. I wholeheartedly recommend Francis to anyone looking for a dedicated and trustworthy financial advisor. If you’re seeking personalised, top-tier financial guidance, Francis at Humboldt Financial is your go-to professional!
Financial planning with Francis is a breeze. He takes note of all my circustances and my main goals and always finds the best way to marry the two. I would highly reccomend him to anyone.
I’ve had a very good experience with Humboldt who have advised me thoughtfully and intelligently, dealing both with Francis Gill and Jack Logan. The world of finance can be intimidating but Jack always speaks in layman’s terms so I can understand more easily. Thank you!
Francis and his team are great - kind, friendly, highly-capable and very patient to explain in a simple way (and multiple times) investment options and products.
Like most people when approaching retirement I was familiar with some of the facts and ignorant to others. I was also mindful of the horror stories of scams. I went for a free interview with Pension Wise and they pointed me in the direction of Unbiased. I entered details onto their secure website and they provided several options, one of which was Humboldt Financial. They were not local but the reports looked promising and I made contact with them. My first online meeting with Oliver was in October and less than four months later I have my pension and investment all sorted. It could have happened slightly quicker but I was still cautious and that will be the case for many people just starting their pension journey. All I can say is that I was extremely fortunate to be sent Humboldt's details and in getting the financial advice from Oliver has made the experience insightful and enjoyable. If the rest of Francis' staff are as knowledgeable and supportive as Oliver then he has assembled a first rate team. Thank you.
Fantastic service from Francis and the team. Wealth management, financial and tax advice is highly recommended
Extremely helpful, Francis has been able to recover over £1,000 in tax relief and Humboldt laid out all the steps along the way. Waiting on HMRC to get back was the frustrating part but when I needed Humboldt to amend my letter they did so instantly. Very clear and transparent with fantastic advice both for what you have with them and what you may hold yourself.
Qualifications:
- BSc (Hons) Exercise Science
- Graduate Diploma in Law
- Level 4 Diploma in Regulated Financial Planning, Charted Insurance Institute
Fancy a chat?
- Free 60 minute initial consultation
Contact an adviser through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help
Client Account Manager