Herbert & Webster

Independent Financial Adviser  Colin Sanders Innovation Centre, Banbury, Oxfordshire, OX16 9PA
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Rob Gray DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Herbert & Webster Ltd was founded in 2010 with the aim of providing truly Independent Advice that focuses on the clients’ needs whilst providing a friendly and efficient service.

Importantly, clients of Herbert & Webster can expect a tailored service, underpinned by a well-researched whole of market investment process.

Our services

We specialise in Investment Planning, Pension Analysis, Estate Planning and Financial Protection.

Where to find us
Head office address: Colin Sanders Innovation Centre, Mewburn Road, Banbury, Oxfordshire, OX16 9PA
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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