You + Herbert & Webster = Financial Freedom
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 to secure the retirement lifestyle they desire… 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 personalised strategy to retirement and beyond.
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 adviser firms 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’s 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 multinational 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 investment solutions for you based on your attitude to risk and maximising your tax allowances.
Our advisers don’t have sales targets
You’ll be pleased to know our advisers are not fees-targeted. We assess their performance in terms of client outcomes and providing the most appropriate advice, which we measure via our customer feedback survey and internal KPIs.
A top 10% firm
As a firm we achieved Chartered Status in 2017 joining the top 10% of independent financial adviser firms in the UK. Chartered Status gives you additional peace of mind in our due diligence, audit trail and operating processes.
The benefits of choosing Herbert & Webster
- Fully independent financial planners
- Directly authorised by the FCA
- Backed by the FSCS
- Chartered Firm – only 10% of UK firms are chartered
- Professional indemnity insurance of £3 million (nearly double the minimum requirements)
- Fully qualified to advise on pensions, later life & long-term care planning
- All advisers are directly employed – without sales targets
- Highly educated, qualified and tech savvy