Westview Financial Services Ltd

Independent Financial Adviser Unit 14, Westway Business Centre, Marksbury, Bath, BANES, BA2 9HN
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
9th September 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Michael Horsfall
Independent Financial Adviser
Jon Bolton
Independent Financial Adviser
Where to find us

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

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Westview Financial Services Ltd is an appointed representative of pi financial ltd, which is authorised and regulated by the Financial
Conduct Authority.

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