Pocock Rutherford

Dedicated to Secure Your Financial Future

Pocock Rutherford & Company Financial Advisers is a trusted partner, working alongside individuals and businesses in Berkhamsted, Hertfordshire and beyond, to achieve sustainable financial security. We believe in building lasting relationships through open communication, transparency, and personalized solutions.

Our Values

At the core of Pocock Rutherford & Company lies a commitment to:

• Truth: We provide honest and transparent advice based on your unique circumstances.
• Trust: We value integrity and confidentiality, upholding the highest ethical standards.
• Transparency: We clearly explain the complexities of financial planning, empowering you to make confident decisions.

1. Retirement Planning & Savings

• Customized plans to maximize your pension contributions and investments
• Strategies to enhance your state funding
• Review and optimization of your existing plans for optimal growth and security

2. Savings & Investments

• Goal-driven investment strategies aligned with your financial goals and risk tolerance
• Regular review and rebalancing of your portfolio for optimal performance
• Access to a diverse range of investment options

3. Bespoke Investments

• Tailored solutions for individuals with unique financial situations and goals
• Collaborative approach to understanding your values and aspirations
• Access to alternative investments such as property or private equity

4. Mortgages

• Competitive mortgage advice and comparisons for your individual needs
• Expert guidance on securing the right mortgage product
• Assistance with applications and paperwork

5. Protecting Your Estate

• Comprehensive will writing and power of attorney services
• Inheritance planning and asset protection strategies
• Guidance on minimizing inheritance tax liabilities

6. Corporate Solutions

• Pension reviews and employee benefit consulting
• Corporate structuring and wealth planning for businesses
• Retirement planning for key employees

More Than Just Numbers

We believe financial planning is about more than just numbers. Our dedicated team takes the time to understand your unique dreams, goals, and circumstances. We work alongside you, collaboratively building a roadmap to your financial future. You can trust us to:

• Provide personalized and tailored advice
• Act in your best interests
• Communicate clearly and regularly
• Be your trusted partner for the long term