Humboldt Financial Ltd

09/04/2026

We’re really pleased to be shortlisted for the Workplace Excellence Awards 2026.

A great recognition of the ongoing work across our team to support a more inclusive and diverse environment within financial services.

FTAdviser

08/04/2026

The new tax year has just begun.

There may not be major headline changes
but many people will still pay more tax this year.

Not because of one big shift
but because of smaller changes that build over time.

Frozen thresholds
Reduced allowances
A gradual increase in how much of your income is taxed

Easy to overlook
but meaningful over the long term.

Often, it’s not the obvious changes that make the difference
but the ones that go unnoticed.

01/04/2026

Most people build wealth backwards 👇

They jump straight into investing 💸
Before they’re even financially secure.

But if the foundation isn’t strong, everything above it is at risk.

Real financial health looks like this:

🔻 Security
🔻 Stability
🔻 Growth
🔻 Freedom
🔻 Legacy

Simple.

But not easy.

Where are you right now? 👀

20/06/2025

🔄 Changing jobs? Don’t forget about your pension!
Your retirement savings deserve just as much attention as your next career move. 📈💼
Check out these 5 essential tips to stay on top of your pension during a job change.

💡 From tracking lost pots to consolidating old pensions a little planning now can mean a lot later.

👉 Want more insights? Read the full article on our website: https://humboldtfinancial.co.uk/pension-during-job-change/

06/06/2025

Attention Humboldt fam! We’re excited to welcome Conor and Shereen to the team. We can’t wait to see all the great things they’ll accomplish here. What’s your best advice for new team members? Drop it in the comments!

31/05/2025

"James was very approachable, and helped me understand how my pension would be better placed elsewhere. He explained everything without all the financial jargon that goes with pension planning.
I would be happy to recommend Humboldt Financial" says Jackie on Google

★★★★★ James was very approachable, and helped me understand how my pension would be better placed elsewhere. He explained everything without all the financial jargon that goes with pension planning. I would be happy to recommend Humboldt Financial

29/05/2025

"Since our first introductory meetings we have been impressed by the service and advice offered by James McNally and Francis Gill at Humboldt. Having explained the strategy in a clear way they actioned our wishes which were in line with their recommendations quickly. James is very responsive to my various questions and is willing to provide his educated opinion when asked. I would totally recommend HF to anyone looking.." says Dipak on Google

★★★★★ Since our first introductory meetings we have been impressed by the service and advice offered by James McNally and Francis Gill at Humboldt. Having explained the strategy in a clear way they actioned our wishes which were in line with their recommendations quickly. James is very res...

22/05/2025

"The team are fantastic! They are always helpful and friendly. I look forward to working alongside them in the future!" says Najmah on Google

★★★★★ The team are fantastic! They are always helpful and friendly. I look forward to working alongside them in the future!

22/05/2025

"I love working with Humboldt, they are such a great team of people, would recommend to any friends and family!" says Liv on Google

★★★★★ I love working with Humboldt, they are such a great team of people, would recommend to any friends and family!

19/05/2025

Big news over here 👉 Ryan just stepped into the role of Associate Director at Humboldt Financial. Hard work, big thinking, and serious client care got Ryan here and we couldn’t be prouder.

Big congrats, Ryan! Well earned.