Very professional from everyone at Humboldt, look forward to working with them again.
Frank C, London
Great service from a great team!
Wll L, London
5 stars - steered me calmly through a tricky retirement and financial situation.
Terrence L, Essex
Spoke to Francis who was very helpful & knowledgeable would recommend thank you!
Sam K, London
The customer service has been great from the whole team at Humboldt, and look forward to working with them in the future
John W, London
At Humboldt Financial we have always worked in our clients' best interests, by thinking and acting independently rather than following outdated industry practices. Our personalised approach, our total commitment to serving our clients and our investing experience make us unique in our industry, not just as a business, but as innovators in what advice and experience we deliver to our clients.
We advise clients across the whole of the UK and can help you prepare for the future with a financial plan designed specifically for your goals and aspirations. A good financial plan is a blueprint that lets you save, spend, invest, manage risk and approach tax and estate planning with confidence.
> Areas of expertise:
>> Tax planning, focusing on income, capital gains and inheritance.
>> Retirement planning
>> Tax efficient investments
>> Contractors and employed taxpayers
We help time poor professionals who are generally too busy to powerfully attend to the detail of their financial affairs and concerned if they do not address they will set themselves up for future of potential exposure, disappointment or financial loss.
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