
Trusted financial advice for a changing world. Let us back our words by actions on your financial plan.
Financial Advice from London’s Independent Financial Advisers
Looking for trusted Independent Financial Advisers (IFAs) in London? At Humboldt Financial, our experienced team offers tailored financial advice from our centrally located Queen Street office.
We believe that great financial advice goes beyond just investment recommendations. Our advisers provide ongoing support, helping you stay accountable and focused on your long-term financial goals—from pension planning to savings and investments. Our mission is to help you build a clear path toward the financial freedom you deserve.
At Humboldt Financial, we simplify the process. Together, we’ll walk through each step of your financial journey, creating a personalised plan that works for you.
Hear from our clients – Read real testimonials from those we’ve helped
Meet the team – Get to know our expert financial advisers
Book a consultation – Start planning your financial future today
Get in touch with Humboldt Financial to speak with a London-based adviser who puts your goals first.
Meet Francis Gill - Executive Financial Adviser
Short, Medium and Long Term Financial Planning Whatever Your Requirements
Short Term
We look to make sure you and your family are protected, and that you have enough cash to get you through rainy days. We also make sure you get your Will done (that thing you keep putting off that you know you should do)
Medium Term
Next, we help prepare for those big expenses; a new car, bigger house, nicer holidays. We do this by building out what you need and when you’re going to need it. Then we recommend based around the most cost-efficient way of getting there.
Long Term
Finally, retirement and later life. This can be the most daunting for some people, and we know not everyone thinks about it on their 30th birthday. As such, it’s often overlooked, so we look to do the bulk of the work in this area and help clients build the most tax-efficient, cost-efficient, and effort-efficient way of doing things.
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Our customers reviews give a glimpse into what to expect
Richard Le Cocq
Lisa Sweeney
Josh at Humboldt has been my financial adviser for the past two years and is helping me with my pension savings. I’m a novice with regard to investments and Jack is approachable and he demystifies the pensions/investments landscape. He listens and gives appropriate advice. He makes the process interesting (enjoyable even). And I’m very happy with how my pension fund is performing.
Howard Stephens
Recently retired with a lump sum, great advice received from James, lovely manner and great communication, very happy with returns so far, cheers
We've won Awards.
Humboldt Financial is proud to have been recognised as one of the top 100 financial advisors by the Financial Times. This prestigious acknowledgment highlights our commitment to excellence, personalised service, and innovative financial solutions that help clients achieve their long-term financial goals.