Here at Herbert & Webster it’s our mission to improve the lives of every single client we work with, helping them to realise the dream of financial freedom…
We would love to do the same for you.
Holistic financial planning service
Our holistic financial planning service is so much more than just selecting the right investments, we’ll look at every aspect of your current and future financial situation and set out a clear financial strategy to get you there, to give you the confidence that your financial goals are within reach. We don’t talk in terms of products; we focus on your specific requirements and develop a tailored personal strategy.
Cashflow planning is included as part of our service to you at no extra cost because we believe having a complete view of our current and financial future is essential to your success.
We’ll illustrate how realistic and achievable your financial goals are on your current path…
…and the most exciting part…
…the financial strategy we recommend to help you achieve your financial dreams.
Our dynamic and ambitious team are unlike most financial service providers you’ll find in the UK, here are just a few reasons why:
- We’re free from any restrictions that could affect our ability to recommend what best for you
- We’re easy going, personable and look to build lasting relationships
- We can help with intergenerational planning
- We’ll stay on top of your investments to keep you on track
- Cashflow planning is included as standard for every client
Our passionate and highly knowledgeable team come from multi-national financial institutions with years of experience; there isn’t a financial situation we haven’t seen and successfully solved. Herbert & Webster are independent and directly authorised by the FCA meaning we operate with full autonomy, providing unbiased and unrestricted advice based on a comprehensive fact find process, then we perform an objective analysis of the market to find the right financial solutions for you based on your attitude to risk and maximising your tax allowances.
You’ll be pleased to know our planners aren’t fee targeted, we assess their performance is terms of client outcomes and providing the most appropriate advice, this is measured via our internal key performance indicators (KPIs).
A top 10% firm
As a firm we achieved Chartered Status in 2017 joining the top 10% of regulated IFA firms in the UK. Chartered Status gives you additional peace of mind in our due diligence, audit trail and operating processes. No matter how complex your financial situation, we’re on hand to offer advice and support so you can be confident you’re on track to hit your financial goals.
The benefits of choosing Herbert & Webster:
- Fully independent financial planners
- Directly authorised by the FCA
- Backed by the FSCS
- Chartered Firm – only 10% of FCA regulated IFA firms in the UK are Chartered
- Professional indemnity insurance of £3 million (nearly double the minimum requirements)
- Qualified to advise on later life & long term care planning
- All advisers are directly employed
- Guardian – a unique benefit to collaborate and contribute towards the cost of 3rd party advisers such as a solicitor/accountant, enabling truce holistic advice
- Highly educated, qualified and tech savvy team
Well done for sticking with us this far, we’re probably a good fit so lets get started on your financial journey, call us today on 01865 407755.