West Financial Management

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Wealth Planning

The fundamentals of wealth planning change according to the individual’s situation. Our clients acquire wealth in a number of different ways, and planning that wealth is a very personal service.

We aim to help you to create plans that run smoothly alongside your financial objectives. Our experienced, friendly and knowledgeable financial advisers know how to balance your needs with the most suitable advice to create a bespoke service, every single time.

Friendly and helpful

Equipped with all of the qualifications you’d expect, our advisers are also experienced in providing a flexible service that aims to help build long-term relationships with our clients.

We believe it’s part of what makes West Financial Management Ltd stand out from the crowd. It’s also why our clients regularly recommend us to their friends, family and colleagues.

Our firm

We work with experienced and trustworthy professionals on a day-to-day basis. Working with West Financial Management Ltd gives you access to our reliable network of solicitors, accountants and other highly useful professional contacts.

These contacts share our ethics of exceptional customer care and of keeping our clients’ interests at the heart of everything we do.

Our services include providing advice on:

  • Individual Savings Account (ISA)

  • Personal Equity Plan (PEP)

  • Open Ended Investment Contract (OEIC)

  • Investment Trust

  • Investment Bond

  • Unit Trust (UT)

  • Discounted Gift Trust (DGT)

  • Gift & loan trusts (GT/LT)

Contact us about Wealth Planning