Humboldt Financial

Independent Financial Adviser  33 Queen Street, London, EC4R 1AP
First meeting at adviser's own cost
We specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
We can advise you on
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Socially responsible investments
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
9.2/10
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FCA authorised
Last authorised 1st August 2022
About us

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.

Our services

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

Where to find us
Head office address: 33 Queen Street, Queen St, London, London, EC4R 1AP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 1st August 2022

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