Based in central Plymouth, we’ve been providing bespoke financial planning services since 2003 and have built up a loyal and satisfied client base. We have achieved ISO22222 and BS8577 standards and are committed to staying up-to-date with industry developments.
We aim to help you to develop sustainable, tax-efficient income and work on growing your assets to keep pace with inflation. You’ll find our advice is always impartial, always keeping your interests as the priority.Along with our vast industry experience, it’s this careful, personal service that keeps our clients coming back. So what can we do for you?
To have a positive effect on the people I meet, helping them to achieve their full potential whilst being happy and content. Creating peace of mind for the individual along with a profitable business.
Having worked in the industry since 1998, Helen has acquired a wealth of experience and a number of qualifications in taxation and trust, investment planning, advanced pensions and long-term care. She has achieved Chartered Status and continues to work on her professional development at every opportunity.
Chris has been working in the industry since 1997 and he formally joined the West Financial Management as a great asset to the team in early 2012. Chris provides full financial planning services but specialises in retirement planning, including pensions advice at a technical level.
Having worked for HSBC for 26 years, Tina has extensive management experience along with a CeFA qualification. Tina is the business manager who oversees the day-to-day running of the office, as well as overseeing client promises and managing the team. Tina is actively involved in West Financial Management’s marketing and development plans.
With 20 years’ experience in the financial services industry, Sue supports West Financial Management in meeting legal and regulatory requirements regarding compliance and money laundering.
Moira works for us part time, assisting with typing outgoing reports and letters to clients. She also manages our client database and deals with invoice reconciliation and accounts.
Christine’s business, Christine O’Neill Marketing & PR has worked with West Financial Management for five years. She contacts clients to arrange convenient appointments with Helen and Neil and to get customer feedback. She also advises West Financial Management on marketing and carries out a public relations service.
“…Helen is a trustworthy adviser who puts the client’s requirements and needs as the first priority.”
“…having my finances organised for me by a qualified financial planner.”
“…with West Financial Management I get help with investments and advice on organising finances, to make life run smoothly”
“…the annual meeting to sort out my policies and discuss any further requirements.”
“…Helen and her staff are just a phone call away and always ready to help and advise.”
“…efficient, friendly service that is always provided.”