As Chartered Financial Planners, we pride ourselves on providing clear, professional financial advice tailored to an individual’s needs and requirements.

Westward was established in 1982; and was formerly known as Westward Counties (Cullompton). In 2005 the business was incorporated, and the name was changed to Westward Financial Management Ltd. Since 2022, two brothers; Simon Austin MSc. Bsc. (Hons) FPFS and Nick Austin APFS, Cert CII (MP & ER), both Chartered Financial Planners, have been leading the business and we continue to grow.

Predominately our clients are within the Southwest area, and we currently have offices in both Tiverton and Exeter.

We take a holistic approach to financial planning, combining expertise in investment strategies, tax planning, and risk management with a deep understanding of each client’s unique situation.

By tailoring solutions to fit a client’s needs, we aim to simplify the financial planning process and provide peace of mind.

As a firm and individuals, we aim to always deliver a service that is easy to understand and enables our clients to achieve their financial goals.

We pride ourselves on building long-lasting relationships with our clients, founded on trust, integrity, and transparency, coupled with a shared commitment to achieving their financial objectives.

Our expert and friendly team includes administrators, paraplanners and financial advisers who believe in and reflect the company’s priorities and core values.

We can offer you a face to face meeting either at one of our offices, or in the comfort of your own home. We also offer meetings by telephone or teams.

Whether you’re looking to refine your current portfolio strategy or starting your financial journey and investing for the first time, we are here to guide you every step of the way.

Let’s work together to create a plan that puts you on track to reach your financial goals and secure your future.


Want to know more?

To find out more or to arrange a meeting with us, please call 012884 841153 or 01392 241010, or email enquiries@westward-fm.com