Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering a professional, yet professional service is essential in today's cluttered market. At Western Financial Planning we have a wide range of clients. These include, corporate clients, directors, fund managers, trusts, and individuals.
A large proportion of our clients are introduced by solicitors, accountants, and existing clients. Western Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
A large proportion of our clients are introduced by solicitors, accountants, and existing clients. Western Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
Services
Independence - in all its forms. Independence of thought, independence from product providers when recommending a product to a client, independence of the individual so that they are not manipulated or controlled by others. Also, striving to help others become financially independent, which in tomorrow's increasingly economically driven world will be the only real guarantee of creating and retaining an independent lifestyle.
Being independent means that we are not tied to any one Company and therefore the advice we provide is totally unbiased. Only after discussing your objectives will we research the appropriate area's on your behalf to enable us to make appropriate recommendations.
Financial Planning is a complex subject, setting strategies, deciphering the jargon, knowing how different products work, how products interact with each other and the long term implications such as taxation and potential changes in legislation, is a full time job and is exactly why there are full time advisers such as ourselves.To provide strategic financial advice.
Financial Planning is a complex subject, setting strategies, deciphering the jargon, knowing how different products work, how products interact with each other and the long term implications such as taxation and potential changes in legislation, is a full time job and is exactly why there are full time advisers such as ourselves.To provide strategic financial advice.
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