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 WinnerMortgage Planner of the YearMoney Management magazine
2001 Runner upMortgage Planner of the YearMoney Management magazine
2002 WinnerMortgage Planner of the YearMoney Management magazine
2004 WinnerEquity Release Planner of the YearMoney Management magazine
2004 Runner upProtection Planner of the YearMoney Management magazine
2005 Runner upCritical Illness Intermediary of the YearHealth Insurance magazine
2006 WinnerMortgage Planner of the YearMoney Management magazine
2007 Runner upEquity Release Planner of the YearMoney Management magazine
2008 WinnerProtection Planner of the YearMoney Management magazine
2008 WinnerCritical Illness Intermediary of the YearHealth Insurance magazine
2009 Runner upProtection categoryMoneyfacts 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