Humboldt Financial
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we have always worked in our clients' best interests, by thinking and acting independently rather than following outdated industry practices.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
-
FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.