Expert financial advisors with a difference
Websters' Cambridge-based team of experienced IFAs can give you expert, bespoke guidance on a wide range of financial issues, from pensions and investments to savings, to help you build the future you deserve.
What does a financial advisor do?
Unlike financial planning which focuses on building a road map for the future based on long-term financial goals, financial advisors provide guidance for clients around short-term financial matters, such as investment products and personal finances. We work together with clients to maximise returns and limit any potential financial risk.
What makes Websters different
In addition to the services that you would expect from a financial advisor, we apply our expertise in tax and accounting to all financial matters - making sure that your investments are as tax efficient as possible, as many investment products have particular tax rules. We know our ISAs from our SEIS investments and can secure the best mitigation strategy
High net worth individuals and wealth management
Websters offers a variety of expert financial services for high net worth individuals - from tax planning, investment management, and inheritance tax planning, our team of high net worth financial advisors specialise in wealth management solutions to protect your finance.
Additional services for high net worth clients include:
- A regular financial management function: We can visit your home on a regular basis and help you manage your ''paperwork'' whether it is on paper or online (in accordance with lockdown restrictions)
- Making all online banking transactions if necessary: allowing you to save significant time but retaining complete security and control.
- We can also monitor the performance of more than one investment house that you might be using, allowing you to make comparisons.
- Act as an impartial sounding board when considering major financial transactions - sometimes acting as a financial coach, or occasionally as a counselor.
