Westward Financial Management Limited

Independent Financial Adviser Southdown, Burlescombe, Tiverton, Devon, EX16 7LB
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
18th November 2019
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
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Equity release
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • 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
    • Stockbroking services
    • Long term care
Meet our advisers
adviser-person
Simon Ward Franklin DipPFS
Director
What our clients say
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
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
Received, Read and Understood! Really appreciate your on-going support and prompt and courteous attention. Certificates received AOK Thanks
A Green, Cadbury
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
Where to find us

Southdown, Burlescombe, Tiverton, Devon, EX16 7LB

Make an enquiry
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.
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.

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 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0