Latest Podcast Episode 1 – The benefits of financial planning Duration 21 minutes Latest Podcast from Herbert and Webster

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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?

Great…

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.

Where are you now?

Right now, if you’re like many of our clients before they started working with us, you’re perhaps unsure of your financial position, you might have a ball park figure in your head but if pushed you’d struggle to be precise down to pounds and pence.

Having an up to date overview of your financial situation available on tap, gives you clarity and with clarity comes confidence.

Are you currently confident about your financial future?

Do you have a clear plan to realise your goals?

If you interviewed any of our clients there’d be one common result of working with us and that’s…

Confidence…

The confidence that their financial goals are within reach.

We want to give you this confidence too.

The confidence to make the right decisions to secure your financial future.

Creating your ideal financial future…

Yes of course we cover all the standard routes such as pensions, ISAs, bonds, and we can advise on just the financial products you need immediate help with. But to be financially free and achieve your goals you need a holistic view of your current financial situation and more importantly a clear plan of the steps you need to take to reach your objectives. This is where cashflow planning comes into play. 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.

No matter what stage your finances are at, we’ll unravel your current financial data to gain a clear understanding then uncover which options are most relevant to your goals. We love this process as it’s extremely empowering to find out your financial goals are more achievable than you may have first thought.

Financial snapshot

From our initial meeting through to on-going service we use a proven process to ensure we understand your current situation and future aspirations. Through comprehensive research and cashflow planning we’ll make recommendations based on your financial goals; and once approved we’ll go to work to ensure a smooth implementation.

Via our on-going service, we’ll stay on top of your investments, balancing your needs and goals, to keep you on track and manage your tax allowances.

Congratulations on sticking with us this far it looks like we could be the perfect match, so what’s next?

The first date!

To move things forward we need to fully understand your current financial situation and your aspirations, then we can advise the best way to achieve them, let’s get a date in the diary and take the first step to your financial future.

We’re happy to meet you at home, at work or you can come to us, we have the best coffee, tea and biscuits on tap!

Complete the form below or call us on 01865 407755 to arrange a time that’s convenient to you.

A bit about us...

About Herbert & Webster

Here at Herbert and 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’d love to do the same for you.

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 are Chartered firm of Financial Planners and directly authorised by the FCA
  • We’re free from any restrictions that could affect our ability to recommend what is 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
A top 10% firm

We are a firm of Chartered Financial Planners. Less than 10% of FCA regulated IFA firms in the UK have achieved this professional standard.

Let’s get started on your financial journey, call us today on 01865 407755.

Get in touch with us today