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  11. Herbert & Webster

Herbert & Webster

Independent Financial Adviser  John Eccles House, Oxford, OX4 4GP
First meeting at adviser's own cost
It’s our mission to improve the lives of every single client we work with, helping them to realise the dream of financial freedom to secure the retirement lifestyle they desire… We would love to do the same for you.
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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Traded endowment policies
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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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Income protection insurance
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Life insurance
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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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Employee benefits
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Group ISA
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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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Group private medical insurance
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Group risk
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Long term care
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Response rating
10/10
phone Show number
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FCA authorised
Last authorised 17th January 2022
Meet our advisers
Mr Kurt McSweeney
IFA

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

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.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

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.

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.

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.

Mr Adam Herbert
Director

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.

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

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Robert Gray
IFA
Mr Ian Brookes
IFA

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.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Certified Financial Planner Chartered financial planner - individual adviser accreditation
What our clients say
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!!
James Di Pietro, Oxford
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.
Colin Mitchell, Oxford
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
Michael Sierszynski, Oxford
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
Neil A, Oxford
About 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

Our holistic financial planning service is so much more than just selecting the right investments; we’ll look at every aspect of your current and future financial situation and set out a clear financial strategy to get you there, to give you the confidence that your financial goals are within reach.

We don’t talk in terms of products; we focus on your specific requirements and develop a tailored personalised strategy to retirement and beyond.

Cashflow planning is included as part of our service to you at no extra cost because we believe having a complete view of our current and financial future is essential to your success.

Where to find us
Head office address: John Eccles House, Robert Robinson Avenue, Robert Robinson Avenue, Oxford, OX4 4GP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£501,000
Minimum pension value
£501,000
Minimum mortgage value
£501,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
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FCA authorised
Last authorised 17th January 2022

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