Humboldt Financial

Very professional and very friendly, and Making it easy to understand.
Apr 28th, 2023

Francis has been fantastic since day one. He has been proactive with my investments. He always takes time to reach out to me. The team are very efficient and knowledgeable. I really like Humboldt and would definitely recommend them to my friends and family.
Apr 2nd, 2023

Great experience with Josh and the team and Humboldt - very responsive and helpful
Mar 22nd, 2023

Ryan has gone above and beyond with his support to us. Not only has Ryan advised and guided us with our original pension queries, but he has also managed to find us better deals for our life insurance in the process. The customer service at Humboldt is excellent and we feel extremely valued and supported. We are very grateful for the guidance and advice Ryan has given us and are reassured that he will be involved in supporting our finances in the long-term.
Mar 15th, 2023

I got put in contact with Humboldt via Unbiased as I wanted pension consolidation advice. They ask you a series of questions to get a picture of what you want and your finances and then do a lot of analysis before presenting back to you. I was very impressed by the presentation showing the performance of my pensions versus what I could be getting and was also impressed by the level of knowledge and ability to make complex processes very simple. Aimee has been first class with me from start to where we are now as I move my pensions to a consolidated pot and looking forward to what the future brings with some great financial advice. Highly recommend.
Mar 8th, 2023