Westcourt Financial Services Limited

Independent Financial Adviser  Westbrook Court, Sheffield, South yorkshire, S11 8YZ
First meeting at adviser's own cost
A professional service with utmost honesty, integrity and confidentiality tailored to your individual needs and requirements.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
John Dungworth DipPFS
Director And Adviser
Matthew Cox DipFA
Director And Adviser
David Bullock DipPFS
Managing Director And Adviser
What our clients say
Having been a client of Westcourt Financial Services for the last 10 years I cannot suggest anything that can be done to improve the service I have received. It has been excellent.
Mr D Hill, Rotherham
No improvements could be made as my adviser went through the products and spent time with my wife and myself helping us all the way
Mr J Bamforth, Holmfirth
I can't think of any further improvement to your services. Such excellent advice deserves our loyalty.
Mrs C Wild, Sheffield
About us

Formed in 1991 we are firmly established as one of the regions largest Independent Financial Advisers.
Our 4 advisers have a combined industry experience of over 100 years, and are assisted by an equally experienced support team.
We represent a wide range of clients from individuals through to internationbal companies and have responsibility for managing over £400 Million of client money.

Our services

We pride ourselves on the quality of advice we provide to a wide range of clients, together with a very high standard of customer service. We have vast experience in retirement planning and "at retirement" advice as well as expertise in capital investments and investments for tax efficient growth and income.

Where to find us
Head office address: Westbrook Court, 2 Sharrow Vale Road, Sheffield, Yorkshire, S11 8YZ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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