Here at Herbert & Webster we’re all about relationships, we focus on bringing maximum value to clients to create long term mutually beneficial connections, and we look to do the same with professional service companies, like you, who we can partner with.
Would you like to join our register of trusted professional advisers?
During the course of a client’s financial journey we inevitably encounter situations outside of our professional capabilities and require the assistance of third party advisers such as a solicitor to place an asset into trust and create a will, or an accountant to file a tax return and advise on maximising pension contributions. For this reason, we have created our unique Guardian service, giving our clients direct access to our panel of trusted third-party advisers.
We’re expert financial planners but we know our limits; Guardian removes the barriers to collaboration. We even contribute up to 10% of our ongoing fee towards the third-party costs because we value the expertise of our external partners to ensure our clients get the right outcome, it’s all part of the holistic financial planning service we provide.
Sound interesting? Then give us a call on 01865 407755 or email firstname.lastname@example.org to discuss becoming one of our trusted external advisers.