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Westward Financial Management Ltd

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Westward Financial Management Ltd

Overview:

Westward Financial Management was incorporated in March 2005. The company is owned by director Simon Ward Franklin and his wife Dawn Franklin. Based in Cullompton, Devon, Westward Financial Management Ltd advises clients on their personal financial planning including retirement planning, savings, Investments, School and University fee's planning and Protection.

Simon began his career with Save and Prosper in 1988 later moving to Providence Capitol. Simon became a fully Independent Financial Adviser in 1994 when he joined local firm Westward Counties (Cullompton) where he ran the Independent Financial Advice (IFA) side of the firm. In June 2000 Simon bought out the IFA part of the business and also purchased the IFA side of L and S Insurance Services. Due to the success of the business and to reflect the high amount of investment advice given the business was incorporated in March 2005 and renamed Westward Financial Management Ltd.

Over the last 20 years we have advised clients from all walks of life on their personal finances. Most of our clients reside in around the Cullompton and Tiverton area and often 3 generations of the same family have sought our advice. Having such a strong local presence we continually strive to treat our customers fairly and proudly gain most new clients by recommendation.

Westward Financial Management Ltd has strong local ties with accountants and solicitors in the area who we work closely with when required.

We also advise many local firms on their employee benefits and coporate financial planning.

Our Proposition

We offer both commission and fee based advice or a combination of the two. Clients who require regular contact are offered a service agreement for which a retainer fee is charged.

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