Westward Financial Management Limited
We are committed to delivering a personal advice and review service to ensure you feel like a trusted, valued client.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Last authorised 24th February 2020
Meet our advisers
Simon Ward Franklin DipPFS
Qualifications & Accreditations
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.
CF8 - Certificate in Long-Term Care Insurance (CII)
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.
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."
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.
Received, Read and Understood! Really appreciate your on-going support and prompt and courteous attention. Certificates received AOK Thanks
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.
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.
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
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
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. 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 and your views on risk.
Where to find us
Southdown, Burlescombe, Tiverton, Devon, EX16 7LB
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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