Focusing On You
West Financial Management is an experienced, qualified firm of Independent Financial Advisers.
Whether you’re seeking advice regarding a lump sum investment to generate income or growth, help with long term care, inheritance tax and estate planning or finding the right protection for your family, we can help. We search the whole of the market to find the right unbiased solution for you.
We work closely with you to create an investment portfolio which balances your key objectives, matches your attitude to risk and focuses on the investment future you want for you and your loved ones. We strive to make sure your wealth works for you and is passed to your beneficiaries in the most tax efficient way.
Choose West Financial Management and you won’t look back. With many years’ experience in client-driven financial planning and a commitment to our client’s needs, we’ll help you find the delicate balance needed to help achieve your ambitions.
We care because you care!
Our Services
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Long Term Care
It’s important to consider planning for long-term care to protect you and your family.
Wills & Trusts
If you die without a Will, then the government will decide who will inherit your estate.
Contact us
Please contact us to find out how we can help you achieve your financial objectives.
Some short videos about what we do…
Want to know more?
To find out more or to arrange a meeting with us, please call
01752 228382, or email helen@westfm.biz
