Westgate Mortgage & Insurance Services Ltd

Independent Financial Adviser Westgate Independent Financial Advisers, 11 Strathmore House, East Kilbride, South Lanarkshire, Glasgow, G74 1LF
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
17th June 2019
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
    • Bad credit
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Terry Hunter DipPFS
Principal
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
Andy, London / Dubai
Regular updates on investment planning. Excellent client/advisor interface. Excellent knowledge of subject matter.
Ian, East Kilbride
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
Where to find us

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

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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