Process

We implement a six stage process when working with our clients. This is what you can expect from our first meeting, to becoming a client of Herbert & Webster.

Read more here: Herbert and Webster Client Welcome Brochure

Meeting with our clients

Whether you need financial advice for a pension, an ISA or life insurance, which ever it might be, in all cases, we want to understand the full picture of where you are, your existing products and where you want to be.

 
 

Comprehensive Research

We analyse your financial position and your financial products so we can understand the performance, benefits and charges… basically the good, the bad and the ugly.

Informative Forecasts

This is when financial muddle becomes clear and products are relevant to your goals, may it be planning for your own retirement, providing for long term care or saving towards your children’s education.

 
 

Suitable to your needs

This is the stage when we recommend a tangible plan so reaching your goal is possible.

Smooth Implementation

We do that for you, we take away the hassle and hardship of the paperwork.

 
 

On-going service

When a recommended solution is implemented, it really is just the beginning of the journey between us and you.