About us - West Financial Management

The West Financial Management Team

Warm and welcoming, the team at West Financial Management are here to help you plan and protect your financial future. One of the most important things is protecting your investments so that you pass on the maximum amount (with minimum tax) to the next generation.

A Bit About Us

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 the ISO22222 standard 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?

Helen West

Job Title: Director and Chartered Financial Planner

Helen has been a qualified Independent Financial Adviser since 1998, achieving the Chartered Financial Planner status in 2010. Helen has acquired a wealth of experience in Inheritance Tax Planning and Trusts, Investment Planning, Pensions and Long Term Care. She is also actively involved with Roborough Rotary, Mutley Baptist Church and is a Trustee for YMCA […]

Chris Finan

Job Title: Chartered Financial Planner

Chris has been a qualified Independent Financial Adviser since 1997, achieving Chartered Financial Planner status in 2007. He joined the West Financial Management team in 2012. Chris provides full financial planning services and specialises in retirement planning, including pensions advice at a technical level.

Tina Blagdon

Job Title: Business Manager

Having worked for a high street bank for 26 years, Tina has extensive management and financial experience, together with the CeFA qualification. As the Business Manager, she oversees the day-to-day running of the office, delivery of client promises and manages the team. She is actively involved in West Financial Management’s marketing and development plans. Tina […]

Sue Wilson

Job Title: Compliance Officer

Sue has worked in Financial Services for over 35 years and has the FPC1 qualification. She supports West Financial Management in meeting its compliance and regulatory requirements and prepares the suitability reports and client valuations. Sue is married with 3 grown up children and in her spare time she enjoys walking and eating out.

Rachael Eastley

Job Title: Client Relationship Manager

Rachael has worked in Financial Services since 2005. She is CeMAP qualified and is working towards becoming a fully qualified Independent Financial Adviser. In between her studies, Rachael helps with the office administration and will be working with Helen to fulfil the Client Care Service meetings. Rachael has two young children and a husband, who […]

Want to know more?

To find out more or to arrange a meeting with us, please call
01752 228382, or email helen@westfm.biz

Get in touch