Advice
We have a team of highly qualified advisers who will work with you, your family, your business and any existing professional advisers you may have (e.g. Solicitors, Accountants etc.) to review your individual circumstances. We carefully consider your personal taxation position, your health, lifestyle, ambitions and aspirations, your approach to financial risk and your existing financial arrangements to provide a step by step strategy to help you achieve your realistic financial ambitions within agreed timeframes.
We are fiercely proud of our independent status, meaning we advise on products and services from the whole of the market, thus providing you with totally unbiased and unrestricted advice and recommendations based on a comprehensive and fair analysis of the market.
Areas of Financial Planning Westerby can advise Individuals on:
Protection
- Life assurance, Critical Illness cover, Income Protection and Private Medical Insurance
Investment
- Private portfolio management and offshore investment advice
- Lump-sum and regular saving investments
- Trusts
- Tax mitigation
Pension Benefits and Retirement Planning
- Review of existing plans
- Ongoing pension contributions and tax relief planning
- Making the most of the Pension Freedom retirement rules
