Chartered Financial Planners Tiverton

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Rating: 5.0

Your Wealth – Well Planned

Tailored investment and financial planning, built on trust and designed to protect your future. At the heart of our service is a simple philosophy: Your Wealth – Well Planned. We offer bespoke investment and financial planning tailored to your unique circumstances, ambitions, and legacy goals. With a foundation built on timeless trust, we focus on strategic advice that evolves with you – planning today to protect and grow your wealth for tomorrow.

Pensions

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Investments

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Wealth Management

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Later Life Planning

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Estate Planning

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Why Choose Westward

Trusted Expertise: Choosing the right financial planners means partnering with a team you can trust to put your future first. Our clients rely on us for our trusted expertise, built on years of experience and a commitment to staying ahead of the latest financial trends and insights. We invest in state-of-the-art research and continuously monitor market developments to ensure every recommendation is informed, timely, and tailored to your goals. With a proactive approach and clear, transparent guidance, we help you make confident decisions, so your financial plan remains strong, adaptable, and aligned with what matters most to you.
Comprehensive Services: From investment management to pension planning, we offer a wide range of services to meet all of your financial needs, helping to guide you through challenging financial decisions with confidence.
Financial Planning: We take a holistic approach to financial planning, combining our expertise in investment strategies, tax planning, and risk management with a thorough understanding of your specific position.

Why Choose Westward

Trusted Expertise: Choosing the right financial planners means partnering with a team you can trust to put your future first. Our clients rely on us for our trusted expertise, built on years of experience and a commitment to staying ahead of the latest financial trends and insights. We invest in state-of-the-art research and continuously monitor market developments to ensure every recommendation is informed, timely, and tailored to your goals. With a proactive approach and clear, transparent guidance, we help you make confident decisions, so your financial plan remains strong, adaptable, and aligned with what matters most to you.
Comprehensive Services: From investment management to pension planning, we offer a wide range of services to meet all of your financial needs, helping to guide you through challenging financial decisions with confidence.
Financial Planning: We take a holistic approach to financial planning, combining our expertise in investment strategies, tax planning, and risk management with a thorough understanding of your specific position.

What We Offer

Westward Financial Management Ltd is authorised and regulated by the Financial Conduct Authority reference 430680. Westward Financial Management Ltd is registered in England and Wales no. 5382934. Registered office, Suite 2, Swallow Court, Devonshire Gate, Tiverton, Devon, EX16 7EJ.

What our clients are saying

I've been a client of Nick’s for over 20 years following a compensation claim for personal injury. He is always professional and trustworthy giving sound financial advice in terminology you can understand. Nick has helped me manage my finances, setting up an investment portfolio and with my pension planning. Nick has consistently given me above average returns on my investments whilst protecting the capital. He is always mindful of my attitude to risk and how the markets are responding to current events.
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Karen

I used to look after my own plans for many years, however it was getting complicated and I was not regularly managing the growth potential. Nick consolidated my savings, ISAs and pensions and helped transfer my previous workplace pensions. Nick has actively managed my portfolio to gain a better return as I move into retirement. Nick is always ready to answer my questions. I wouldn't hesitate to recommend him.
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John

I have been grateful for many [20+] years for the excellent financial advice and management provided by Simon Franklin at Westward F. M. and have no hesitation in recommending his firm to anyone seeking help with their financial affairs. I look forward to his continuing support and friendship in future years. Thank you Simon.
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Liz E.
I was cautious when seeking an adviser, especially when one considers the amounts of monies involved. I did have worries, but they were completely unfounded. I feel I can recommend Simon to any of my friends. Simon was able not only provide a suitable investment strategy but one which met my ethical concerns and delivers strong returns.
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Pat B.

I have been receiving financial advice and guidance from Simon for nearly three years. Simon always takes the time to ensure I fully understand the information he is imparting to me and he is always happy to answer any questions I may have. He is approachable, friendly and professional and I would not hesitate to recommend him to anyone looking for financial advice and guidance.Mrs Excell
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Hazel E.

Westward Financial Management have given me excellent personal financial advice, and I would not hesitate to recommend them. Very approachable, explaining everything along the way for those of us who are not familiar with the jargon.
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Jax s.

Speak With Our Team Today

Reach out to us today and take the next step towards achieving financial clarity and confidence.

01884 841153

Speak to our team

enquiries@westward-fm.com

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