Westgate Mortgage & Insurance Services Ltd
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
Pensions & divorce
Pensions & retirement planning
Building your home
Buy my next home
Buying first home
High loan to value
Next home / Remortgaging
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
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 6th July 2020
Meet our advisers
Terry Hunter DipPFS
Qualifications & Accreditations
MAQ - Mortgage Advice Qualification (CII)
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
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
Regular updates on investment planning. Excellent client/advisor interface. Excellent knowledge of subject matter.
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.
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.
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
Head office address: Westgate Independent Financial Advisers, 11 Strathmore House, East Kilbride, South Lanarkshire, Glasgow, G74 1LF
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value