Our Team
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.
Testimonials
"I have always found Rob responsive, knowledgeable and clear. We have recommended him to several of our friends"
"Adam and his staff are very professional, efficient and personal. It is always a positive experience when communicating with them"
"Adam with his knowledge has enabled my husband to take early retirement and for myself to change to new employment with a lower income with advice on how to best invest out money to make it work for us"
"Rob doesn't just view my portfolio from a financial viewpoint but he takes into account the personal ME i.e. my financial fears, my needs for the future with increasing costs"
"I have been with Herbert & Webster for a number of years now. I find them friendly & professional... Kurt McSweeny is very trustworthy & would recommend to family & friends"
"Ian Brookes is a brilliant financial planner. He always returns my calls and is a calming influence in difficult times. Someone i feel comfortable with and ask 'stupid' questions of"
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
What next?
Well done for sticking with us this far, we’re probably a good fit so let’s get started on your financial journey. Book your Free Initial Consultation or call us today on 01865 407755.