Bespoke Individual Financial Planning
Welcome to Herbert and Webster, the page you’re about to read will be nothing like the other financial services websites you’ve visited… We don’t focus on the ‘product’ we focus you our client, we consider your needs, wants and aspirations then create the right financial strategy to meet your financial goals.
Whatever stage of life you’re at…
Whether you’re close to retirement and require help making the best of your current investments to maximise your retirement funds and income, you have cash on deposit that’s earning less than half a percent, or investments which are underperforming due to lack of management, we’re here to take a holistic view of your monetary situation to help you secure your financial future.
We’re unlike most financial advisers and we really do mean that, without boring you with all the nitty gritty, we’re independent and directly authorised by the FCA, which means we provide unbiased and unrestricted advice based on a comprehensive and objective analysis of the market. We are free from any restrictions that could affect an advisers ability to recommend what is best for you.
Basically, we’re open, honest, knowledgeable and transparent…
You can be sure when we recommend an investment solution we’re doing so from an unbiased position because we truly believe it’s the best way to achieve your financial goals, we don’t receive incentives from providers and we are not restricted to a set product range. More about our process and fees later… lets talk about you.
Let’s cut to the chase… You’re here for one of the following reasons:
- You have several pension pots scattered around and a large sum of cash on deposit that’s earning little, or no interest, which you know could be working harder for you.
- Historically you’ve tried to manage your finances yourself which has provided little or no return at all.
- You have funds under management with another organisation and you’re unhappy with the performance – either of the provider or the investments, possibly both!
- Have been bequeathed an inheritance.
- Or maybe you’ve just sold your business or property
We did say we’ll be open and honest… it’s our job to guide you to your financial goals…
Ready to get started?
Now we’ve got that out of the way, give us just a few minutes to explain how we work and why partnering with us is probably the best decision you’ll make this year… possibly even the best decision you’ll ever make, as many of our clients tell us.