Independent Financial Advisers, Burlescombe

Independent Financial Advisers
Southdown
EX16 7LB Burlescombe
Devon England
Phone:
01884 38863
Phone:
01884 841153

Official Data

Official Name
WESTWARD FINANCIAL MANAGEMENT LIMITED
Reg. office address
SOUTHDOWN, EX16 7LB, Burlescombe, Devon
Company Number
05382934
Jurisdiction
England/Wales
SIC Code
66220 - Activities of insurance agents and brokers
Date of Incorporation
04 Mar 2005
Previous addresses
7 Siskin Chase Cullompton Devon EX15 1UD

Description

The company is owned by director Simon Ward Franklin and his wife Dawn Franklin. Based e quidistant Cullompton, Tiverton and Wellington. Westward Financial Management Ltd advises clients on their personal financial planning, we are able to provide comprehensive financial planning and wealth management services, helping individuals, trustees and organisations to achieve their financial goals." Over the last 25 years we have advised clients from all walks of life on their personal finances. Our relationship-based advice service means that we are committed to helping you to manage your wealth in a way which reflects your own personal circumstances.
We have a strong local presence and proudly gain most new clients by recommendation. Westward Financial Management Ltd has strong local ties with accountants and solicitors in the area who we work closely with when required. We also advise many local firms on their employee benefits and coporate financial planning.
Our Proposition We are able to offer a level service that meets your personal needs and objectives. Some clients prefer us to act on a trasactional basis whereas others prefer a regular structured review. Whatever your circumstances we are flexible and can provide the level of service required.

  1. Testimonials

Keywords:
Insurance Agents, Financial Management, Independent
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