Welcome to the Westward Financial Management Ltd website.

We offer sound, independent financial advice on a range of financial products and related services. Our firm was established in 1982 and originally known as Westward Counties (Cullompton). In 2005 we proudly incorporated the business and changed the name to Westward Financial Management Ltd to reflect the growing number of investment clients.

As professional Independent Financial Advisers, Westward Financial Management Ltd are authorised to advise and arrange on many forms of investment products and financial services including:

Life Assurance (All forms of term assurance contracts including income protection)

Pensions (Personal Pension Scheme's, Stakeholder Pensions, SIPP's and annuity advice)

Investments (Unit Trusts, OIEC's SICAV's Investment Bonds, Onshore and Offshore investments. ISA's and regular savings)

Inheritance Tax Planning / Estate Planning

Wealth Management.

We offer jargon free advice and pride ourselves on our personal service. When conducting business with us we will tailor financial solutions to meet your very individual requirements. We unlike many of the larger financial services providers do not have a “One size fits all” policy.

We advise both corporate and private clients and are able to meet clients at our offices in Cullompton or your home or work place.

Our Costs: We offer fee and commission based advice or a combination of both. Whichever suits your individual circumstances. For more details about the cost of our services please visit the "Our Client Proposition" page. Also please take the time to read our Client Agreement, this may be found in the library.