Westgate Mortgage & Insurance Services Ltd

Independent Financial Adviser  Westgate Independent Financial Advisers, Glasgow, Lanarkshire, G74 1LF
check
FCA authorised
Last authorised 21st September 2020
We are Independent Financial Advisers in East Kilbride specialising in pensions, including income drawdown, transfers, and final salary pension schemes
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
Long term care
Meet our advisers
Terry Hunter DipPFS
Principal
About us

Based in East Kilbride, Westgate Mortgage & Insurance Services Ltd look to provide you with professional and impartial advice. We always look to find solutions for your current needs that work throughout the many different stages of your life.

We all have financial needs and finding an affordable solution to meeting those needs is an area that many people seek advice upon.

We are specialist pension and retirement planning advisers and provide free, complimentary, no obligation, pension review and recommendations service.

The advice given, together with the recommendations made are designed to ensure that you obtain the best possible growth from your pensions during your working life, and maximum benefits in your retirement.

Our services

We specialise on pension planning reviewing our clients pensions every three months. We arrange pension transfers, income drawdown, personal and corporate pensions. We also provide an open market option review service for annuities, other services include, unit trusts, investment and life assurance,ISA's, mortgages and re mortgages.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Westgate Independent Financial Advisers, 11 Strathmore House, East Kilbride, South Lanarkshire, Glasgow, G74 1LF

Similar advisers near you

Independent Financial Adviser 0.31 mi
With more than 20 years experience within financial services, I always try to get the extra mile for my clients by providing information/advice that is specific to their individual circumstance.
 
Independent Financial Adviser 1.15 mi
We will provide an initial review meeting either in your own home or in our office at our own expense.
 
Independent Financial Adviser 2.96 mi
Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
 
Independent Financial Adviser 3.49 mi
At Lomond Wealth we are inspired by people, not numbers. Our advisors care about building lasting relationships, just as much as lasting wealth. We are driven by the dreams of our clients, working closely with them to form strategies that will realise their hopes and mitigate their fears around investing. Because we believe that in personal financial and wealth management, personal comes first for a reason.