Westward Financial Management Ltd
Thank you for your interest in our Company. Established in 1982, we were formerly known as Westward Counties (Cullompton). In 2005 we incorporated the business and changed the name to Westward Financial Management Ltd.
As a thriving firm of professional Independent Financial Advisers, we are authorised to provide advice on a wide variety of investment products and financial services from across the whole market.
We are happy to advise corporate or private clients and are able to meet clients at our office; conveniently located just off J27 of the M5, or their home or work place. Many of our clients work overseas or have moved away and we are usually able to maintain our professional relationship with them.
We aim to meet our commitment of delivering a personal advice and review service to ensure you feel like a trusted and valued client by:
- Providing personal face-to-face financial advice from a qualified and experienced Independent adviser.
- Giving you the opportunity to review your financial affairs regularly, at intervals that are suited to you.
- Making sure that your investments are managed effectively on your behalf and that you understand them.
- Ensuring that our correspondence and literature is clear, concise and meaningful to you.
- Listening to your feedback and acting on it.
- Making sure we understand your needs and that we recommend investments that you have confidence in and match your personal circumstances, suited to your investment style.
- Unlike many larger financial services providers we do not have a one-size-fits-all policy and our aim is to tailor financial solutions to meet your individual requirements ensuring your long term financial well being.