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.
We are happy to advise corporate or private clients 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 have moved away and we are usually able to maintain our professional relationship with them.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - Southdown, Burlescombe, Tiverton, EX16 7LB
0188438863
Business Name
Westward Financial Management Ltd
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Contact Info
Financial AdvisorsServices Offered
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