Humboldt Financial

United Kingdom · 16 Employees
Humboldt Financial is a financial planning firm located in London, United Kingdom. Our team consists of experienced financial planners, estate planners, client account managers and paraplanners who provide customised financial solutions to individuals, families, and businesses. With a focus on building long-term relationships with clients, Humboldt Financial offers a wide range of services including retirement planning, tax planning, investment management, and estate planning. We take a holistic approach to financial planning, considering all aspects of a client's financial situation to develop a comprehensive plan that meets their unique needs and goals. Humboldt Financial prides themselves on their commitment to transparency and integrity, ensuring that clients have a clear understanding of their financial options and the risks involved. We prioritise ongoing education and communication with clients to ensure that their financial plans remain aligned with their changing circumstances and objectives. Areas of expertise: > Tax planning, focusing on income, capital gains and inheritance. > Retirement planning > Tax efficient investments > Contractors and employed taxpayers > Mortgages > Protection > Estate Planning > Wills and Lasting Powers of Attorney (LPA)

概述

国家 United Kingdom
成立时间 2016
总部 33 queen street, london, greater london, united kingdom
电话号码 +44(0)20 3031 9181
网站 http://www.humboldtfinancial.co.uk
LinkedIn http://www.linkedin.com/company/humboldtfinancial
Twitter
Facebook
员工数 16
行业 financial services,
简介 Humboldt Financial is a financial planning firm located in London, United Kingdom. Our team consists of experienced financial planners, estate planners, client account managers and paraplanners who provide customised financial solutions to individuals, families, and businesses. With a focus on building long-term relationships with clients, Humboldt Financial offers a wide range of services including retirement planning, tax planning, investment management, and estate planning. We take a holistic approach to financial planning, considering all aspects of a client's financial situation to develop a comprehensive plan that meets their unique needs and goals. Humboldt Financial prides themselves on their commitment to transparency and integrity, ensuring that clients have a clear understanding of their financial options and the risks involved. We prioritise ongoing education and communication with clients to ensure that their financial plans remain aligned with their changing circumstances and objectives. Areas of expertise: > Tax planning, focusing on income, capital gains and inheritance. > Retirement planning > Tax efficient investments > Contractors and employed taxpayers > Mortgages > Protection > Estate Planning > Wills and Lasting Powers of Attorney (LPA)

技术

Active Campaign

Marketing Automation

Amazon AWS

Hosting

Bootstrap Framework

CSS and JavaScript Libraries

Facebook Custom Audiences

Retargeting

Facebook Login (Connect)

Social Login

Facebook Widget

Widgets

GoDaddy Hosting

Hosting

Google Analytics

Analytics and Tracking

Google Font API

Fonts

Google Tag Manager

Tag Management

Intercom

Support and Feedback

Mobile Friendly

Other

Outlook

Email Providers

WordPress.org

CMS

reCAPTCHA

Captcha

常见问题

Humboldt Financial 在哪里?

Humboldt Financial 的总部位于 33 queen street, london, greater london, united kingdom

Humboldt Financial 的电话号码是多少?

Humboldt Financial 的电话号码是 +44(0)20 3031 9181

Humboldt Financial 的官方网站是什么?

Humboldt Financial 的公司官方网站是 http://www.humboldtfinancial.co.uk

Humboldt Financial 是做什么的?

Humboldt Financial 的业务有哪些?

pensions,estate planning,tax efficiency,wills,mortgages,retirement planning,investment planning

Humboldt Financial 的年收入是多少?

Humboldt Financial 的收入是 0美元

Humboldt Financial 有多少员工?

Humboldt Financial 有 16 名员工

Humboldt Financial 属于哪个行业?

Humboldt Financial 从事以下行业: financial services

Humboldt Financial 使用什么技术?

Humboldt Financial 使用的一些流行技术包括: Active Campaign,Amazon AWS,Bootstrap Framework,Facebook Custom Audiences,Facebook Login (Connect),Facebook Widget,GoDaddy Hosting,Google Analytics,Google Font API,Google Tag Manager,Intercom,Mobile Friendly,Outlook,WordPress.org,reCAPTCHA

如何联系 Humboldt Financial?

Humboldt Financial 联系信息: 电话号码:+44(0)20 3031 9181, 网站:http://www.humboldtfinancial.co.uk, 邮箱:aim***@***.***.uk

Humboldt Financial 的社交媒体链接是什么?

Humboldt Financial 领英:http://www.linkedin.com/company/humboldtfinancial,fackbook:,twitte:

Humboldt Financial 是一家上市公司吗?

不是

Humboldt Financial 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Humboldt Financial?

Humboldt Financial 有 0 家投资者,包括 。

管理层

Aimee Carhart

Senior Associate & Independent Financial Adviser

Oliver Canning

Executive Director

Joseph Longden

Client Account Manager

Leon Ward

Client Account Manager

员工

Louise Bliss

Financial Planner

Jack Logan

Independent Financial Adviser & Mortgage Broker

Sam Dowse

Humboldt Financial

Francis Gill

Independent Financial Adviser & Mortgage Broker

Humboldt Financial

Graduate Financial Adviser

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