Herbert & Webster Ltd
19th August 2019
Financial Planning made simple where the client and their needs always come first!
Voted 'Shoppers Choice' by FTAdviser
We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
- Long term care
Meet our advisers
Kurt McSweeney
IFA
Qualifications & Accreditations
J12 - Securities advice and dealing (CII)
This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
AF1 - Personal Tax and Trust Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
Adam Herbert
Director
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Accreditations
Robert Gray
What our clients say
After having a bad experience with an IFA many years ago, I was reluctant to use one again and I did not for many years, I knew I really did need to use one as my investments were just left where they were, good or bad.
Then I was introduced to Herbert & Webster and have not looked back, I have now been with them for 3 years with regular reviews, advice and forward planning. Massive thank you to Adam and Kurt for sorting out all of my investments, finding lost ones and the use of the PFP tool so I can keep track of them easily
Herbert & Webster delivered an excellent service in the most proffesional way. Kurt McScweeney guided me from start to finish to get the pension and ISA sorted for me and my family. He was very flexible with meeting locations, there was no problem to come over to my house, which saved me a lot of hassle. The whole process was explained and carried out in very transparent and clear way. With no doubts I can recommend Herbert & Webster services
I was coming up to retirement and with the changes in pension regulations and the number of options available I thought it was time to get someone to get some independent advice on what was best for me.
After my first meeting with Kurt at Herbert and Webster, I felt for the first time I understood the system and some of the options that were open to me, even though I have been saving for a pension since I was in my mid 20’s and I am now 64.
So I gave him the OK and at all stages of the process I was kept informed and any questions etc were answered in plain English, they now look after all of my pensions and can fully recommend Kurt and Herbert and Webster.
Kurt and the team were very efficient in sorting out my insurance plan. Kurt went out his way to ensure that the plan was right for me, including great communications at all times. Thank you guys!!
Where to find us
Regus, John Eccles House, Robert Robinson Avenue, Oxfordshire, Oxford, OX4 4GP
Make an enquiryAbout us
Chartered Financial Planners - We advise our clients on all aspects of financial planning specialising in Pension, Investments & tax planning such as: Income, Capital Gains and Estate/Inheritance tax Planning.
These lead to many areas of financial planning such as Personal Pension, Sipps, Income drawdown, Flexible Drawdown, Annuities, ISAs, Portfolio Construction, Discretionary Fund Management, Trusts, Inheritance Tax, Income and Capital Gains Tax (CGT) planning, etc
Our services
We give good honest independent holistic financial planning advice -
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