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Professional Connections

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 as an Affiliate Partner by the Law Society and we are regulated by the Financial Conduct Authority. We are listed in SIFA Professional Directory of Financial Advisers.

Chartered Crest Square

Meet the Team

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Adam Herbert

Independant Financial Adviser
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Rob Gray

Independent Financial Adviser
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Kurt McSweeney

Independent Financial Adviser
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Ian Brookes

Independent Financial Adviser
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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 

Working With Us

For many professional advisers, such as solicitors, accountants and financial planners, the acquisition and retention of clients, with the desire to build a lasting relationship is a key priority. However, this can often prove to be costly in terms of time money and resources. It is financial advisers who are best placed to work with solicitors to complement and enhance the solicitors own services, rather than simple client referrals.

Providing a holistic solution to clients will be welcomed and will not only provide a less transactional approach to clients but also give the practice a significant contribution to their bottom line. Finding the right IFA partner is very important and having the confidence with the advice is essential for the practices to know their client is being looked after.

Whilst we all have our own professional bodies, regulators, and codes of conduct, we all have a desire to build successful businesses that are centred around achieving positive outcomes for client’s. That is why we work alongside other professional advisers to streamline our services and create a harmonious process for our respective businesses and clients.

We can support firms in providing holistic advice to ensure that their clients achieve the best possible outcome. And where our planning process identifies the need for professional legal support, we will seek to match a client with the right person to deliver it.

Download our Working with us Factsheet 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.

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