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

Helen West

About Helen

Director and Chartered Financial Planner

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 Finan

Chris Finan

About Chris

Chartered Financial Planner

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.

Tina Blagdon

Tina Blagdon

About Tina

Group Business Manager

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.

Sue Wilson

Sue Wilson

About Sue

Compliance Officer

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.

Rachael Eastley

Rachael Eastley

About Rachael

Client Relationship Manager

Rachael has worked in the Financial Services industry since 2005, she has achieved her CeMAP qualification 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.


Pop In or Give Us a Call:

Tel: 01752 228382    Email:

Address: 55 Hyde Park Road, Mutley, Plymouth, PL3 4JN