Business Details
Trusted Financial Advisers in Berkhamsted
Pocock Rutherford is a financial advisory firm based in Berkhamsted, Hertfordshire, born from the merger of two long-established local firms, Pocock Rutherford and BP Sanders. Our approach prioritises tailored financial planning, focusing on your personal goals and circumstances. We believe in building lasting relationships with our clients, offering the same advice we would give our own families. Our services span lifetime cashflow modelling, retirement planning, mortgage advice, investment management, and estate planning, all designed to support your long-term financial security.We combine deep industry expertise with a commitment to understanding your unique needs, ensuring our recommendations align with your aspirations. Our team operates with transparency and integrity, adhering to the highest regulatory standards to provide trustworthy, client-centric solutions.
Services
Financial Planning
Mortgage Advice
Investment Management
Estate Planning
Cashflow Modelling
Highlights and features
- Our financial advice is tailored to your unique circumstances and goals.
- We prioritise long-term relationships over transactional interactions.
- Our recommendations reflect the same standards we apply to our own families.
- We operate under Financial Conduct Authority regulation for client protection.
- We combine local expertise with access to 90+ mortgage lenders nationwide.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Sound and timely advice
Thoughtful, clear recommendations
Support through financial milestones
Expert mortgage guidance
Consistent, trustworthy approach
Services
Financial Planning
We create bespoke financial strategies aligned with your personal goals. Our objective-based planning considers pensions, investments, and protection needs to build long-term security. We help clients navigate cashflow modelling and retirement preparation through tailored solutions.
Mortgage Advice
Our experienced advisers offer comprehensive mortgage solutions with access to 12,000+ products across 90+ lenders. We specialise in first-time buying, remortgaging, buy-to-let, and property financing, ensuring clients secure optimal deals for their circumstances.
Investment Management
We design and manage investment portfolios reflecting individual risk profiles and financial objectives. Our approach considers personal beliefs about asset allocation while maintaining cost-effective, performance-focused strategies for wealth growth.
Estate Planning
Our estate planning services help preserve wealth across generations. We assist clients with will creation, inheritance tax mitigation, and asset distribution strategies to ensure their wishes are fulfilled while maximising benefits for future generations.
Cashflow Modelling
Through lifetime cashflow modelling, we assess clients' progress toward financial independence. This service helps identify whether existing resources will meet future needs while planning for key life transitions with confidence.
People
Amanda Hibbert
Financial Adviser
With extensive experience since 2014, Amanda Hibbert specialises in mortgage solutions. Her client-focused approach combines technical expertise with personalized service, helping clients navigate property financing challenges successfully.
Questions
What financial services do you offer?
We provide financial planning, mortgage advice, investment management, estate planning, and cashflow modelling tailored to individual client needs.
Are you regulated by the FCA?
Yes, we operate as Appointed Representatives of ValidPath Financial Limited, which is authorised and regulated by the Financial Conduct Authority.
How do you personalise financial advice?
We begin by understanding your unique goals and circumstances, creating solutions that reflect your specific aspirations and risk preferences.
Do you offer mortgage advice across Hertfordshire?
Yes, our mortgage specialists support clients throughout Hertfordshire with access to over 12,000 products from 90+ lenders.
How do you handle estate planning?
We help clients create comprehensive plans to distribute assets according to their wishes while implementing strategies to reduce inheritance tax burdens.
