Herbert & Webster Ltd
Jubilee House
Globe Business Park;Third Avenue
Marlow
SL7 1EY
At Herbert & Webster, we are dedicated to providing comprehensive financial planning and exceptional service to bring peace of mind to our clients. Our experienced and knowledgeable team, hailing from international financial institutions, bring a wealth of expertise to every client engagement.
As a directly authorised, independent firm with Chartered Status, we are proud to be part of the top 15% of regulated IFA firms in the UK. Our advisors are focused on delivering the best outcomes for our clients.
Our holistic financial planning approach goes beyond investment selection, encompassing every aspect of our clients' financial lives. We create custom, tailored financial plans to help our clients reach their financial goals with confidence. Cashflow planning is also included as part of our service, providing a complete view of our clients' financial futures.
At Herbert & Webster, we are here to offer expert advice and support, no matter how complex the financial situation. Let us help you reach your financial objectives with ease.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.