Leon Ward

Humboldt Financial

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)