Westgate Mortgage & Insurance Services Ltd

Independent Financial Adviser  Westgate Independent Financial Advisers, Glasgow, Lanarkshire, G74 1LF
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Building your home
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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Traded endowment policies
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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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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Terry Hunter DipPFS
Principal

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Thank you for sending these reports, for the first time in 20 years I feel I understand and have a good track of where I am with my pensions, etc. The advice and service you have given thus far has been very useful; and most importantly....easily understood.
John, Hamilton
Regular updates on investment planning. Excellent client/advisor interface. Excellent knowledge of subject matter.
Ian, East Kilbride
He has reacted to my wishes in providing me very thorough and detailed advice on my pension arrangements. His advisory methods encouraged me to ask questions of myself and my attitude to investments and risk profile. Our relationship stretches to 9 years, when he originally arranged my mortgage. That product is such a good thing that the provider no longer allows new applications on that basis. He clearly knows his market and keeps abreast of developments and legislation
Andy, London / Dubai
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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