Westview Financial Services Ltd was established with the intention to help you focus on the important things in life and plan your wealth to support them. We are Independent Financial Advisers who based in the South West with offices in Portishead, Bristol and Marksbury nr Bath. However, we look after a number of clients across the UK and are happy to travel to meet face to face, if required.
We intend to deliver a consistently high-quality service which is based on long-term relationships between clients and their individual advisers. As part of this, we provide clients with jargon-free communication about their affairs, their investments and relevant financial and economic developments.
We offer a free initial consultation with no obligation to proceed.
Unit 14, Westway Business Centre, Marksbury, Bath, BA2 9HN
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