West Financial Management Co Ltd is a specialist firm of independent financial advisers. We work with our many and varied clients to shape their financial and investment future.
Based in central Plymouth, we’ve been providing bespoke financial planning services since 2003 and have built up a loyal and satisfied client base. We have achieved ISO22222 and standards and are committed to staying up-to-date with industry developments.
We aim to help you to develop sustainable, tax-efficient income and work on growing your assets to keep pace with inflation. You’ll find our advice is always impartial, always keeping your interests as the priority.
Warm and welcoming, the team at West Financial Management are here to help you plan and protect your financial future. One of the most important things is protecting your investments so that you pass on the maximum amount (with minimum tax) to the next generation.
We’ve had the benefit of working on many different cases over the years, and each strategy that we introduce is as unique as the customer. From individuals to corporate clients, we have helped create flexible, bespoke plans that meet all of their needs.
Our choice of services is built around your needs and we’ve gathered a professional network of trustworthy partners including solicitors, accountants and stockbrokers*. So whatever you need, West Financial Management is here to help.
- Savings & Investments
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