Westcourt Financial Services Limited

Independent Financial Adviser Westbrook Court, 2 Sharrow Vale Road, Sheffield, Yorkshire, S11 8YZ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
18th November 2019
A professional service with utmost honesty, integrity and confidentiality tailored to your individual needs and requirements.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Stockbroking services
    • Sharia finance
    • Long term care
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
I can't think of any further improvement to your services. Such excellent advice deserves our loyalty.
Mrs C Wild, Sheffield
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
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
Where to find us

Westbrook Court, 2 Sharrow Vale Road, Sheffield, Yorkshire, S11 8YZ

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000