Southdown, Burlescombe, Tiverton, Devon, EX16 7LBMake an enquiry
Thank you for your interest in our Company. As a thriving firm of professional Independent Financial Advisers, we are authorised to provide advice on a wide variety of investment products and financial services from across the whole market.
Established in 1982 we were known as Westward Counties (Cullompton) until we incorporated the business and changed the name in 2005 to Westward Financial Management Ltd.
We are happy to advise corporations or private individuals and are able to meet clients at our office; conveniently located just off J27 of the M5, or their home or work place. Many of our clients work overseas or don’t live locally and we maintain our professional relationship and continue to provide our services to them.
Unlike many larger financial services providers we do not have a one-size-fits-all policy, our aim is to tailor financial solutions to meet your individual requirements:
Personal face-to-face financial advice from a qualified, experienced Independent adviser.
Regular reviews, ensuring your investments are effectively managed and you understand them.
Ensuring our correspondence and literature is clear, concise and meaningful to you.
Listening to feedback and acting on it.
Ensuring we understand your needs and that we recommend investments that you have confidence in and match your personal circumstances, suited to your investment style.
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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.