About Westward Financial Management Limited

We are committed to delivering a personal advice and review service ensuring impartiality, confidence and trust.
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 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.
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

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  • Long term care

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  • Stockbroking services

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