Good advice, written down.
Herbert & Webster is a firm we lead together. Adam co-founded the practice with Colin Webster in 2010; today, with Colin retired, we run it as husband and wife, alongside a team who care as much as we do about getting things right.
The firm began on a single conviction: that financial advice should serve the client, and no one else. Adam and Colin had both spent years inside large banking institutions. They cared about the people they advised and about the work of helping them shape a future, but they had grown weary of the limits placed on the advice they were allowed to give. Too often the right answer for a client sat just outside what they were permitted to recommend. They wanted the freedom to put forward whatever was genuinely best, drawn from the whole of the market rather than one provider's shelf.
So they built the firm they wished had existed. Herbert & Webster was established as an independent practice, directly authorised by the Financial Conduct Authority, free to advise across the whole of the market and answerable to no one but its clients. Chartered Financial Planner status followed, held by fewer than 15% of UK advice firms, pursued not for the title but for what stands behind it: a promise of diligence, transparency and real care.
That same instinct, to do things properly rather than conventionally, still shapes everything we do. It led to our 3Ls methodology, which sorts wealth by its true purpose, liquidity, lifestyle and legacy, so that every pound is put to the job it actually has to do. It led us to build our own technology, the tools and integrations that give our clients a single, clear view of their wealth. And for families whose lives have grown more intricate, it grew into our Family Office service, caring for wealth thoughtfully across generations.
Today we are proud to call Marlow Place, in the heart of Marlow, our home. It is a building with a sense of permanence about it, which feels right for the kind of relationships we set out to build: ones measured in decades, not transactions.
Our clients are entrepreneurs, families and individuals whose wealth carries real complexity, and real responsibility. They come to us not for products but for clarity: a considered plan, honestly explained, that frees them to focus on what matters most to them. Their trust is something we have never taken for granted. It remains, as it was in 2010, the reason we do what we do.
