Chartered Financial Planners Exeter

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.

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.

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.

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 to recommend a suitable investment strategy but one which meets my ethical concerns and delivers strong returns.

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.

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.

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

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.