Westcourt Financial Services Limited
A professional service with utmost honesty, integrity and confidentiality tailored to your individual needs and requirements.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Buy my next home
Buy to let
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
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.
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
I can't think of any further improvement to your services. Such excellent advice deserves our loyalty.
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.
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
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face
Your home may be repossessed if you do not keep up
repayments on your mortgage.