About Us

Our spacious custom built offices are located equidistant Cullompton, Tiverton and Wellington. We are fortunate enough to operate from a tranquil, rural setting which offers a unique working environment as well as easy access and parking.

Over the decades we have advised clients from all walks of life on their personal finances, specialising in investments and retirement planning. Our relationship-based advice service means that we are committed to helping you to manage and enhance your wealth in a way which reflects your own unique circumstances and investment style. 

We have a strong local presence and proudly gain most new clients by recommendation. We have close ties with local accountants and solicitors.

Westward Financial Management Ltd provides comprehensive financial planning and wealth management services, helping individuals, trustees and organisations to achieve their financial goals.

Our Proposition

We are able to offer a level of service that meets your personal needs and objectives. Some clients prefer us to act on a transactional basis whereas others prefer the peace of mind gained from a regular portfolio review service. Whatever your circumstances we are flexible and can provide the level of service that best suits you. Our fees will always be agreed and fully disclosed in writing before we transact any business with you.