What does your future look like?

Together, we’ll build a financial plan shaped by your goals.

Objective Based Financial Planning

Yes, you will have pensions, investments, mortgages and all the rest. They are simply the solutions, but what do you want them to do for you?

Lifetime Cashflow Modelling

Where are you on your journey towards financial independence? Do you know what you need to do to meet your targets?

Tailored Investment Management

Have you aligned your portfolio to your future plans, or have you just accepted the default option?

Legacy & Estate Planning

Setting out your wishes in advance gives you control of exactly how you want your property, money and possessions to be distributed both in life and in death.

Protecting Your Assets

Have you made sure that your plans are protected against the unforeseen consequences of life? We can help you and your family secure their financial future.

Mortgages

Our experienced mortgage advisers will take the strain out of financing your property needs.

Financial advice that is tailored to you

Welcome to Pocock Sanders. Based in Berkhamsted and born out of two long established Hertfordshire based financial advice businesses – Pocock Rutherford and BP Sanders.

Our Financial Advisers provide financial advice that is tailored to you and your needs, in fact the very same advice that we would give to ourselves and our loved ones in similar circumstances.

We are passionate about personalised advice and simply believe in building lasting relationships that seek to support you over the longer term, displaying our values through our actions.

Under Management

£ 0 b+

Financial Advisors

Support Staff

Supporting you throughout your financial journey

Tailored Investment Management

Have you aligned your portfolio to your future plans, or have you just accepted the default option?

Do your investments reflect your personal beliefs, whether that be investment style, portfolio outlook, appropriate risk appetite and costs?

Lifetime Cashflow Modelling

Where are you on your journey towards financial independence?

Do you know what you need to do to meet your targets?

Is what you have already enough? Are you confident that you have the means to move to the next phase in your life?

Legacy & Estate Planning

Generational Wealth Planning is a conversation that is often avoided. Proactive planning as to what happens to our estate when we die makes good sense.

Setting out your wishes in advance gives you control of exactly how you want your property, money and possessions to be managed. Making these decisions in a timely fashion can relieve the inheritance tax burden for future generations, preserving your hard won assets for those you care about.

The Financial Conduct Authority does not regulate some aspects of Cashflow and Estate Planning.

Local expert mortgage advice in Hertfordshire

With access to over 12,000 mortgage products from 90+ lenders.

We can help find the mortgage deal for you.

Our advisers are experienced in all aspects of property-related lending including first time buying, remortgaging, home movers, buy-to-let, affordable housing schemes, and all other property related lending.

What does your future look like?

Objective Based Financial Planning

Lifetime Cashflow Modelling

Tailored Investment Management

Legacy & Estate Planning

Protecting Your Assets

Mortgages

Objective Based Financial Planning

Lifetime Cashflow Modelling

Tailored Investment Management

Legacy & Estate Planning

Protecting Your Assets

Mortgages

Financial advice that is tailored to you

Supporting you throughout your financial journey

Tailored Investment Management

Lifetime Cashflow Modelling

Legacy & Estate Planning

Local expert mortgage advice in Hertfordshire

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