Westminster Wealth Management

Independent Financial Adviser  47 Deyncourt Gardens, Essex, Essex, RM14 1DG
First meeting at adviser's own cost
Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters.
We can advise you on
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Annuity purchase
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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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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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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life 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
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
Mr Mark Everitt
Chartered Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Accreditations
Certified Financial Planner Chartered Financial Planner
About us

Mark has almost 20 years of experience in the Financial Planning industry. He has a dearth of experience looking after City professionals, including Accountants, Lawyers, Barristers and their families.

Mark's Chartered Financial Planning approach is centred around long-term relationships with his clients and the provision of a high level of personal service in devising and revisiting financial planning strategies, including tax efficient investing and retirement planning. He favours using cashflow forecasting to inform long term decisions around planning for retirement, sustainable withdrawals, gifting and inheritance planning strategies.

Our services

Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters.

There is no charge for initial consultations so contact us and find out how you can benefit from Westminster Wealth’s expertise

Where to find us
Head office address: 47 Deyncourt Gardens, Upminster, Essex, Essex, RM14 1DG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021

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