Westward Financial Management Limited

Independent Financial Adviser  Southdown, Tiverton, Devon, EX16 6AA
First meeting at adviser's own cost
We are committed to delivering a personal advice and review service ensuring impartiality, confidence and trust.
We can advise you on
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Annuity purchase
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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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Buy my next home
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Equity release
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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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Investment trusts
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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
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Stockbroking services
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Simon Ward Franklin DipPFS
Director

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

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
Westward Financial Management Ltd has been managing my investments for over 10 years now and I been very satisfied with the service they provide. I have no hesitation in recommending them to my friends and family.
S Diggle, Devon
Received, Read and Understood! Really appreciate your on-going support and prompt and courteous attention. Certificates received AOK Thanks
A Green, Cadbury
Thank you very much from both of us, a saving of about £33 pound a month on our life assurance is great and will add a little breathing room to the monthly finances. We will be sure to let you know, as and when we decide to move, and let you sort us a good deal on our policy again. I will be recommending you to all our friends.
J Ley, Exeter
When you first contacted me I found your friendly yet professional approach very welcome. I felt confident that you would deliver and I must say that the service that you have provided far exceeded my expectations. What was, to me, a daunting prospect, has been accomplished in an understanding and efficient manner and consequently, I will not hesitate to recommend you. Thank you once again."
H Steele, Uffculme
Simon provides great advice exactly tailored to my requirements. He works patiently to ensure I understand everything clearly. We meet annually to review all my investments and pensions and this gives me valuable reassurance. Overall I feel very confident that Simon provides advice that is very much in my best interest. M Brady Company Director
M Brady, Plymouth
I have been a client of Westward Financial Management for over twenty years and have always been very pleased with the way Simon has looked after my investments. He takes great care to help me understand my options and he has consistently provided me with clear advice on financial matters. V Hobbs Retired
V Hobbs, Cullompton
I was cautious when seeking an adviser, especially when one considers the amounts of monies involved. I did have worries, but they were completely unfounded. I feel I can recommend Simon to any of my friends. Simon was able not only provide a suitable investment strategy but one which met my ethical concerns and delivers strong returns.
P Bell, Uffculme
Westward Financial Management have given me excellent personal financial advice, and I would not hesitate to recommend them. Very approachable, explaining everything along the way for those of us who are not familiar with the jargon.
Jax, Bristol
About us

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.
First established in 1982 we have been advising clients on their pensions, investments and tax planning opportunities for nearly 40 years.
We are happy to advise corporations or private individuals and are able to meet clients at our office; conveniently located just off the M5 from J27, or their home or work place.

Our services

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 most importantly, 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 and your views on risk.

Where to find us
Head office address: Southdown, Burlescombe, Tiverton, Devon, EX16 7LB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Westward Financial Management Limited: Registered in England and Wales registration number 5382934
Westward Financial Management Limited is Authorised and Regulated by the Financial Conduct Authority.

Response rating
9.0/10
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FCA authorised
Last authorised 6th July 2020

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