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we have always worked in our clients’ best interests, by thinking and acting independently rather than following outdated industry practices.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 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
Your home may be repossessed if you do not keep up repayments on your mortgage.
We are fully regulated by the Financial Conduct Authority. Our firm number is 826457
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