About Westcourt Financial Services Limited

A professional service with utmost honesty, integrity and confidentiality tailored to your individual needs and requirements.
Formed in 1991 we are firmly established as one of the regions largest Independent Financial Advisers.Our 4 advisers have a combined industry experience of over 100 years, and are assisted by an equally experienced support team.We represent a wide range of clients from individuals through to internationbal companies and have responsibility for managing over £320 Million of client money.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Expatriate finances:
  • EEA
  • Rest of world

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

  • :
  • Sharia finance

  • :
  • Stockbroking services

  • Mortgages:
  • Buy my next home
  • Buy to let
  • Equity release

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