Humboldt Financial Ltd

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Humboldt Financial Ltd Humboldt Financial is a financial planning firm located in London. We find the best solution for clients, is an easy breakdown of steps we take together.

We are top 100 Financial Advisers in the UK, we specialise in empowering individuals & businesses to achieve their financial goals. We believe that a financial adviser can add tremendous value to your life merely by providing a level of accountability and making sure that you keep on track of your financial goals and objectives. We believe our service goes far beyond recommending investments and is designed to help you achieve the financial freedom you deserve.

Your car gets an MOT. When did your finances last get one?No spanners required, but a look under the bonnet can still be...
26/09/2026

Your car gets an MOT. When did your finances last get one?

No spanners required, but a look under the bonnet can still be worthwhile.

Life changes, and the financial plan that worked a few years ago may not reflect where you are today.

A financial MOT could mean checking:
• Where your pensions are held and whether they still support your retirement plans
• Whether your protection reflects your income, debts and dependants
• If your savings and investments are still heading towards the right goals
• Whether your will and beneficiary details reflect your wishes
• If valuable tax allowances could be going unused

A review does not mean changing everything. It means making sure every part of your plan is still working together and taking you in the right direction.

So, when did your finances last get an MOT?

What would you do with one extra day every week?Work less? Travel more? Change careers? Or simply have more time for lif...
24/09/2026

What would you do with one extra day every week?

Work less? Travel more? Change careers? Or simply have more time for life?

Coast FIRE is not necessarily about retiring as early as possible. It is the idea of building enough early that your investments may have time to grow towards your retirement goal, potentially reducing how much you need to contribute later.

It is not a shortcut or a guarantee. Investment growth, future spending and when your money can be accessed all need careful consideration.

But it raises a valuable question: not only “When can I retire?” but “How do I want to live before then?”

So, how would you spend your extra day?

From 6 April 2027, most unused pension funds and pension death benefits will be included when an estate is valued for In...
22/09/2026

From 6 April 2027, most unused pension funds and pension death benefits will be included when an estate is valued for Inheritance Tax.

But being included does not automatically mean an IHT bill will be due.

The outcome will depend on the wider estate, available allowances and exemptions, debts, the type of benefit and who inherits.

For those who had planned to preserve their pension for future generations while spending other assets, this change may make it worth reviewing how retirement and estate plans work together.

Read the full article by Independent Financial Adviser Oliver Canning via the link in our story.

Tax treatment depends on individual circumstances and may change. This post is for general information only and does not constitute personalised financial, tax or legal advice.

If your financial life were a film, what would it be called?Fast & Financially Curious?Mission: Inheritance?The Pension ...
20/09/2026

If your financial life were a film, what would it be called?

Fast & Financially Curious?
Mission: Inheritance?
The Pension Identity?
Or Everything Financial, Everywhere, All at Once?

Most financial lives contain a few plot twists. A new home, a growing family, a career change, an inheritance or retirement suddenly appearing on the horizon.

Financial planning helps bring those different storylines together, giving your money greater clarity and direction as life changes.

Now for the important question: what would your financial film be called?

A little look behind the scenes at our latest Humboldt team photoshoot 📸There were updated headshots, plenty of practice...
17/09/2026

A little look behind the scenes at our latest Humboldt team photoshoot 📸

There were updated headshots, plenty of practice smiles and varying levels of confidence in front of the camera.

We spend most of our time helping people feel comfortable talking about their finances, so it was only fair that the team stepped outside their own comfort zones for the day.

The finished photographs will be appearing across our website soon. For now, here is what happened between takes…

Your life changes. Your financial plan should be able to change with it🍂A new job, growing family, house move, inheritan...
15/09/2026

Your life changes. Your financial plan should be able to change with it🍂

A new job, growing family, house move, inheritance or redundancy can all reshape what matters most.

The foundations of a good financial plan may remain, but the direction can evolve as your goals, priorities and circumstances change.

Change does not always mean starting again. Sometimes, it simply means checking that your plan still reflects the life you are building now.

When did you last review yours?

Save this as a reminder to revisit the plans that are easiest to leave untouched.

The group chat is brilliant for holiday plans, memes and unsolicited opinions.Pensions, investing, early retirement and ...
13/09/2026

The group chat is brilliant for holiday plans, memes and unsolicited opinions.

Pensions, investing, early retirement and financial protection? Maybe less so 👀

Some financial questions deserve more than guesswork. A clear plan can help you understand where you stand, what matters to you and what your next step could be.

Which message feels the most familiar?

This post is for general information only and does not constitute financial advice. The value of investments can fall as well as rise, and you may get back less than you invest.

If you know, you know.Some people find joy in holidays, good food or a lie-in.Financial advisers? Give us a complete pen...
11/09/2026

If you know, you know.

Some people find joy in holidays, good food or a lie-in.

Financial advisers? Give us a complete pension statement and a portal password that works on the first attempt.

It’s the little things.

What’s the oddly specific thing that makes your working day? We want the niche answers.

What are you actually saving for?Because it’s rarely just about watching a number grow.For some of the Humboldt team, it...
09/09/2026

What are you actually saving for?

Because it’s rarely just about watching a number grow.

For some of the Humboldt team, it’s dogs, face masks and football. For others, it’s classic cars, holidays, cycling adventures and touring the World Cup in an RV.

The answers are different, but the reason is the same: money is a tool for making more room for the things that matter to you.

Now it’s your turn. Finish the sentence:
I’m saving to…

September might just be the unofficial second January.The summer winds down, routines return and suddenly there’s a litt...
07/09/2026

September might just be the unofficial second January.

The summer winds down, routines return and suddenly there’s a little more motivation to get organised again.

But a financial reset doesn’t have to mean starting from scratch. It can simply mean asking:

What has changed since the start of the year?
What would you still like to make happen before it ends?
Does your financial plan still support both?

Take ten minutes to answer the three questions. If your plans no longer reflect your priorities, make September the month you bring them back into line.

Our team is here to help you turn those answers into a clear next step.

Address

33 Queen Street Place
London
EC4R1AP

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 6pm

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