Hereford Wealth & Financial Planning is Alistair Fitt, Adviser, and Jade Powell, Paraplanner, who have a wealth of experience in financial services spanning decades.

In an ever-changing world, having truly independent financial advice is more important than ever. We provide support that is unbiased, personalised, and focused solely on your best interests to help you protect what’s important, grow what you have, enjoy what you’ve accumulated and make decisions with confidence.

We define wealth broadly — not just money or assets, but also your time, health, family, and lifestyle. Our approach considers all of these elements to help you make decisions that enhance your overall well-being. We help you navigate financial decisions with confidence, ensuring your goals are achievable and your future is protected.

By building long-term relationships, we offer clarity, support, and peace of mind at every stage of life. Our strategies combine security and flexibility, evolving with your needs to help you navigate financial decisions confidently and achieve your goals.

1. What does independent financial advice mean?

It means our guidance is unbiased and focused solely on your best interests, not tied to any specific products or providers.

2.How can financial planning give me confidence?

By creating clear, personalised strategies, we help you make decisions with certainty and peace of mind, knowing your goals and priorities are being addressed.

3.How often should I review my plan?

We encourage at least annually, or whenever significant life changes occur, such as marriage, inheritance, new investments, or approaching retirement.

4. How do you help protect my future?

We focus on long-term strategies that safeguard your wealth, support your lifestyle, and mitigate potential risks in a changing world.

5. Can I make changes to my plan later?

Absolutely. Our plans are flexible and evolve with your needs, ensuring they remain relevant as your circumstances and goals change.

6. How do I get started?

Book a confidential, no obligation consultation to review your situation, discuss your goals, and if appropriate, create a personalised strategy that works for you.

7. What makes your advice different from other advisers?

We are truly independent, without ties or restrictions, to navigate the whole of the marketplace to provide you with the best and most suited solution for your needs.

8. Can your advice cover all aspects of my financial life?

Yes — we take a holistic approach, considering not just money, but your wider family position, health, and overall objectives.

9. How do you help me stay on track in a changing world?

We regularly review your plans and adapt strategies to ensure they remain aligned with your goals and the evolving financial landscape.

10. Is your advice only for high-net-worth clients?

No — our services are personalised to suit all clients who want clarity, security, and confidence in their financial planning.

11. How do I know if I’m making the right financial decisions?

Our guidance provides clear options, risk assessments, and personalised strategies so you can make decisions with confidence and peace of mind.