First-time buyers
Step-by-step guidance to help you understand your options and buy your first home.
Financial Advisers
Mortgage advice,
rooted in Sussex
Clear, personal guidance for first-time buyers, home movers, landlords and homeowners from an established family-run firm.
Family-run
Established since 2005
Personal service
Advice shaped around you
Independent advice
Mortgages and financial planning
Serving the South-East
and the wider UK
How we can help
Mortgage solutions for every stage of life
Moving home
Practical mortgage advice to help make your next move as straightforward as possible.
Remortgages
Review your existing mortgage and explore whether a more suitable deal may be available.
Self-employed
Specialist guidance for company directors, contractors and self-employed applicants.
Buy-to-let
Mortgage advice for new and experienced landlords purchasing or refinancing property.
Later-life lending
Careful guidance on suitable mortgage and equity-release options later in life.
More than mortgages
Independent financial advice for the years ahead
Protection
Life cover, critical illness cover, income protection and family protection tailored to your circumstances.
Discuss protection →Investments
Personal investment planning designed around your objectives, attitude to risk and time horizon.
Discuss investments →Pensions
Advice on building, reviewing and drawing retirement savings with greater confidence and clarity.
Discuss pensions →Equity release
Clear, careful advice for homeowners considering whether later-life lending may be appropriate.
Discuss equity release →About us
Local people, personal service
Herbert Financial Services is a family-run financial advice firm based in Rottingdean, near Brighton.
Father and son, Simon and Edmund Herbert, combine extensive experience with a straightforward and personal approach.
We take time to understand your circumstances, explain your options clearly and provide advice intended to support you for the long term.
Start a conversation →Not sure where to start?
Arrange an initial conversation and we’ll help you understand your options.
Contact us
Speak directly to an adviser
There is no call centre and no complicated enquiry process. Call or email us and you will deal directly with Edmund or Simon.
A straightforward conversation is often the easiest place to start.
Whether you have a specific question or are not quite sure what advice you need, please get in touch. There is no obligation and no expectation that you will already have everything worked out.
Personal from the outset
You will not be passed between departments. The person you first speak to will remain involved throughout your enquiry.