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

9.0 /10

19th August 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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- 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
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax

Make an enquiry Request a call back 01172 957119 Recommend to a friend

Meet our advisers

Jonathan Bolton DipPFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

Certificate in Equity Release

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

J10 - Discretionary Investment Management (CII)

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

CF6 - Certificate in Mortgage Advice (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

Michael Horsfall

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

J01 - Personal Tax (CII)

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.

Compliance

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

Make an enquiry Request a call back 01172 957119 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- 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
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Compliance

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

Make an enquiry Request a call back 01172 957119 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01172 957119 Recommend to a friend

Similar advisers near you

Continuum (Financial Services) LLP

Independent Financial Adviser 0 mi

As a Continuum client you can expect unbiased & independent financial advice from a fully qualified financial adviser.

See profile

The Private Office

Independent Financial Adviser 0.28 mi

Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.

See profile

Caple Banks Limited

Independent Financial Adviser 0.38 mi

See profile

Bespoke IFA

Independent Financial Adviser 2.15 mi

Twenty years financial experience at your fingertips - free initial consultation at a location of your choice.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.