Welcome to Highclere Financial Services
Highclere is a partnership operated by Alan Lakey and Beverley Davison.
Alan Lakey, regularly writes for the national and specialist financial papers and has received numerous industry accolades.
| 1997 Winner | Mortgage Planner of the Year | Money Management magazine |
| 2001 Runner up | Mortgage Planner of the Year | Money Management magazine |
| 2002 Winner | Mortgage Planner of the Year | Money Management magazine |
| 2004 Winner | Equity Release Planner of the Year | Money Management magazine |
| 2004 Runner up | Protection Planner of the Year | Money Management magazine |
| 2005 Runner up | Critical Illness Intermediary of the Year | Health Insurance magazine |
| 2006 Winner | Mortgage Planner of the Year | Money Management magazine |
| 2007 Runner up | Equity Release Planner of the Year | Money Management magazine |
| 2008 Winner | Protection Planner of the Year | Money Management magazine |
| 2008 Winner | Critical Illness Intermediary of the Year | Health Insurance magazine |
| 2009 Runner up | Protection category | Moneyfacts Good Advice Awards |
Partner, Beverley Davison, deals with the administrative side.
As with a Doctor, Dentist or Accountant we look to build long-term relationships with our clients. This is the only way of ensuring a properly structured financial plan which adjusts and contorts to fit in with life changes. Many clients have remained with us for 27 years.
Highclere does not advertise, our clients result from recommendations from existing clients or professional connections.
Highclere Financial Services are independent financial advisers (IFA) and are authorised by the Financial Services Authority (FSA no. 148208)
We are independent of any insurance company or mortgage provider which means we work on your behalf providing an unbiased advice and, where appropriate, searching for the best value products available.
Highclere Financial Services was established in 1991 and has earned a reputation for high quality advice with an emphasis on life assurance and health insurance protection as well as mortgage advice.
Prior to forming Highclere Financial Services Senior Partner Alan Lakey worked for thirteen years within other advisory firms and insurance companies