Westview Financial Services Ltd

Independent Financial Adviser  Unit 14, Westway Business Centre, Bath, BA2 9HN
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FCA authorised
Last authorised 29th November 2021
Whether you're looking for a mortgage, protection or a full wealth management strategy, we can advise across the whole market.
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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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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OEICs
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Offshore investments
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Socially responsible investments
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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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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
Meet our advisers
MR Jon Bolton
Independent Financial Adviser
MR Michael Horsfall
Independent Financial Adviser
About us

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.

Our services

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.

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Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Unit 14, Westway Business Centre, Marksbury, Bath, BA2 9HN

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