Book Your Free Initial Consultation
Herbert & Webster Logo

Working with us...

Why Herbert & Webster?

 

Most financial adviser firms regard solicitors as a potential source of new clients, but we work alongside solicitors to assist them to provide a more comprehensive client service which will enable them to differentiate their business proposition from that of their competitors and to establish the basis for enduring client relationships. We are members of SIFA Professional, which is recognised by the Law Society and Financial Conduct Authority and we are listed in SIFA’s Directory of Professional Financial Advisers which is endorsed by the Law Society.

Chartered Crest Square

Meet the Team

adam-1024x602

Adam Herbert

Director

adam.herbert@herbertandwebster.co.uk

kurt-1024x602

Kurt McSweeney

Independent Financial Planner

kurt.mcsweeney@herbertandwebster.co.uk

rob-1024x602

Rob Gray

Independent Financial Planner

rob.gray@herbertandwebster.co.uk

hw_favicon

Our Guardian Service

Over the years we've found that during the course of our clients 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, an accountant to file a tax return and advise on maximising pension contributions or a mortgage adviser to reduce the cost of borrowing - for this reason we've created our guardian service.

Guardian is a unique benefit which smooths the way when collaborating with other professionals to enable us to provide a true holistic financial planning service. We're expert financial planners but we know our limits, that's why we collaborate with specialist advisers to ensure our clients get the correct advice. We even contribute up to 10% of our annual fee towards the cost of their advice, for personal/family clients.

You can find our downloadable Guardian fact-sheet HERE 

Knowledge Centre

Our knowledge centre hosts a wide range of useful guides and technical documents. Along with this, we host regular seminars on relevant topics which may add valuable CPD to you and your colleagues.

Click HERE to access our full knowledge centre.