Testimonials

Received, Read and Understood! Really appreciate your on-going support and prompt and courteous attention. Certificates received AOK Thanks

A Green – Retired MD

Thank you very much from both of us, a saving of about £33 pound a month on our life assurance is great and will add a little breathing room to the monthly finances. We will be sure to let you know, as and when we decide to move, and let you sort us a good deal on our policy again. I will be recommending you to all our friends.

J Ley – Graphic designer

When you first contacted me I found your friendly yet professional approach very welcome. I felt confident that you would deliver and I must say that the service that you have provided far exceeded my expectations. What was, to me, a daunting prospect, has been accomplished in an understanding and efficient manner and consequently, I will not hesitate to recommend you. Thank you once again.”

Helen Steele – School Teacher Retired

Westward Financial Management Ltd has been managing my investments and pensions for over 15 years now and I been very satisfied with the service they provide. I have had no hesitation in recommending them to my friends and family.

S Diggle – Farmer

I have been a client of Westward Financial Management for over twenty years and have always been very pleased with the way Simon has looked after my investments. He takes great care to help me understand my options and he has consistently provided me with clear advice on financial matters.

V Hobbs   Retired

Simon provides great advice exactly tailored to my requirements. He works patiently to ensure I understand everything clearly. We meet annually to review all my investments and pensions and this gives me valuable reassurance. Overall I feel very confident that Simon provides advice that is very much in my best interest.

Martin Brady   Company Director

I would like to take this opportunity to thank you for all that you have done for my wife and I over the past 15 years with regards to our investment and pensions. We had previous Financial Advisors and had not been entirely satisfied with their advice. The proof is in the pudding and we both feel your guidance and very sound advice over the last 15 years has not only helped increase our assets but provided a solid financial platform for our twilight years.

S Hilton Retired MD

Contact us

Tel: 01884 841 153   Email: enquiries@westwardifa.biz

Southdown, Burlescombe, Tiverton, Devon, EX16 7LB