Western Financial Planning

Our Story and Values

At Western Financial Planning Ltd, we believe that achieving financial freedom is a fundamental human desire. We understand that seeking the right Independent Financial Adviser can be a daunting and complicated process. That's why we're committed to providing a comprehensive service that is tailored to each individual or business.

Our Services

At Western Financial Planning Ltd, we offer a wide range of financial planning services designed to help you achieve your financial goals. Our services include:

• Financial Planning: Creating a personalized financial plan that suits your needs, goals, and aspirations.
• Reviewing Your Position: Regularly reviewing your financial progress to ensure you're on track to achieve your goals.
• Preparing for the Unexpected: Considering potential scenarios that may impact your financial future and planning accordingly.
• Creating a Clear Plan: Using our financial expertise and state-of-the-art software to achieve your financial objectives.

Who We Help

We work with a diverse range of clients, including corporate clients, directors, fund managers, trusts, and individuals. We also welcome referrals from solicitors, accountants, and existing clients.

Why Choose an Independent Adviser?

As an independent financial adviser, we're not tied to any one company, which means our advice is unbiased and tailored to your specific needs. We believe that only by understanding your objectives can we provide recommendations that are truly in your best interests.

What We Offer

Our comprehensive services include:

• Financial planning and wealth creation strategies
• Investment advice, including recommending suitable external discretionary fund managers
• Pensions planning and retirement income options
• Inheritance tax and capital gains tax planning and mitigation strategies
• Trust planning and probate advice
• Corporate planning and succession planning

Our Commitment

At Western Financial Planning Ltd, we're committed to providing a professional, yet personal service that understands the importance of face-to-face communication. We believe that financial planning should be a simple and easy-to-understand process, not a confusing and jargon-filled nightmare.

Our Credentials

We're authorized and regulated by the Financial Conduct Authority (FCA) with the number 480405. Our head office is located at The Keep, Creech Castle, Taunton, Somerset, TA1 2DX.