Westview Financial Services Ltd

Independent Financial Adviser Westview Financial Services Ltd, Kestrel Court, Harbour Road, Portishead, Somerset, Bristol, BS20 7AN
First meeting at adviser's own cost
Response rating
9.1 /10
FCA verified
9th December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Michael Horsfall
Independent Financial Adviser
Jonathan Bolton DipPFS
Independent Financial Adviser
Where to find us

Westview Financial Services Ltd, Kestrel Court, Harbour Road, Portishead, Somerset, Bristol, BS20 7AN

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 are 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 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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Advice methods
  • phoneButton
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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