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
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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
We give good honest independent holistic financial planning advice -