Westminster Wealth Management is one of the largest independent, Chartered firms in the UK. We are committed to retaining our independent status.
Our Core Values: Independence, Integrity, Excellence, Relationships, Accountability, Enjoyment
Savings and Investments
- ISAs, General Investment Accounts, Unit Trusts, OEICs, Investment Bonds, Passive/Active, Advisory/Discretionary, Existing investment reviews
- Life Cover, Term Assurance, Critical Illness, Income Protection, Mortgage Protection, Existing policy reviews
Pensions and Retirement Planning
- Personal Pensions, SIPPs, Contribution strategy, Scheme consolidation/transfer advice, Pension income options, Flexi-Access benefits, Annuities
- Inheritance tax planning, Trusts, Gifting strategies, Insurance strategies
-cash flow modelling, goal planning, ongoing advice
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.