Services Offered
Investment Management
Personalised investment strategies aimed at achieving consistent growth and higher returns, with transparent charges and regular reviews.
Retirement & Pension Planning
Comprehensive support for retirement, including pension advice, transfer processes, and long-term financial security planning.
Financial Advisory
Expert guidance on financial decisions, tailored to your goals, with a collaborative approach that respects your input and questions.
Estate & Will Planning
Assistance with will creation and estate planning to ensure your family's future is protected and organised.
Personalised Financial Strategies
Customised financial plans that break down complex information into approachable steps, helping you make informed choices.
Reviews
5(5 reviews)
Rating Distribution
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Dave Fielding
via Google
about 2 months ago
I have used Francis and the team at Homboldt to help manage my finances now for a number of years and have seen consistent growth across all my investments, pretty much always getting a higher rate of return that I see elsewhere. The charges are transparent and they acheive the right balance of giving advice vs questioning what my thoughts are on things. I would 100% recommend Humboldt.
O
Oscar Navarrovia Google
about 2 months ago
We’ve been clients for about two years now and we are very happy with the service Humboldt have provided. Francis and James helped us through retirement and solved our questions regarding our pensions and have continued to support us in a very professional and accessible way.
K
Kaye Crossleyvia Google
2 months ago
Ryan and Jack have offered me clear advice and support with my pension choices. They have always replied to my emails promptly and are making sure that the whole transfer process is going through smoothly. Very reassuring!
J
james edwards-johnsonvia Google
3 months ago
I have just signed the service agreement with Humboldt Financial Limited. I would just like to say that without Oliver Canning’s guidance advise and being patient with me, throughout, I wouldn’t have signed. His impeccable support in fully listening to my requirements and wants resulted in an absolutely spot on recommendation plan for me that I couldn’t fault. My financial “condition” was in turmoil and now I feel at ease and confident about my family’s future. Ryan Cook’s and Prakash Thaker’s help with my very important Will planning etc. has also been very helpful. Please can you pass this on the team mentioned above, with my thanks and appreciation. Thanks James Edwards-Johnson
A
Alix Toffinvia Google
5 months ago
Very good experience with Humboldt, everyone is always prompt and responsive. It's been fantastic working with Josh over the last few years, providing me with all the personalised info I need to make informed decisions about my finances. You can tell he is expert in his field, and is always happy to break things down in very approachable ways. Josh and Conor are a really great support and have made each step very simple (not an easy task when thinking of big financial decisions!).
