Independent Financial Advice, Face to Face
Finding the right financial advice can be complicated and daunting. We give you the confidence to make important decisions, with clear knowledge and solutions built around your circumstances.
Western Financial Planning Limited is an independent firm. We believe in treating our customers fairly.
Two free health checks, five minutes each
Not ready for a conversation yet? Answer a few questions and see where your money currently stands.
Free investment health check
See whether your savings and investments are working as hard as they could be, and where the gaps are.
Request your investment health checkFree pension health check
Check whether your pensions are on track for the retirement you have in mind, and what to review next.
Request your pension health checkAdvice across the whole of your financial life
From building wealth to protecting the people who depend on it, and passing it on efficiently.
Savings & investments
We offer investment advice that helps you manage your wealth today and for the future, with tailored advice from our dedicated team of financial specialists.
Ask about savings & investmentsRetirement planning
It's never too soon to adopt strategies to support your retirement goals. Our financial professionals will help you develop a workable plan to achieve your desired lifestyle during retirement.
Ask about retirement planningFinancial protection
Beyond wealth accumulation, we're committed to protecting your loved ones. We can help you navigate the complexities of life assurance, critical illness cover, and income protection insurance.
Ask about financial protectionInheritance tax planning
Inheritance tax can be a huge burden to your wealth, and it can be daunting with all the complexities involved. We can help implement strategies to reduce or fully mitigate an IHT liability.
Ask about inheritance tax planning
A professional service that still feels personal
Looking for the right independent financial advice can be a complicated and daunting process. Offering a professional yet personal service is essential in today's market, and we'll make sure you have the confidence to make important financial decisions with precise knowledge and reliable solutions.
- We believe in treating our customers fairly.
- Our advisory process is tailored to your requirements.
- We ensure a continued service throughout your lifetime.
- We're happy to meet you in the comfort of your own home or office.
We believe in the value of face to face, personal advice when dealing with our clients' finances.
Book a free consultationThree steps, no obligation at any point
Get in touch
Tell us a little about your situation and what you'd like to sort out. There is no cost and no commitment to go further.
Meet an adviser
We arrange a free initial consultation, at your home, your office, or wherever suits you best, to understand your goals in full.
Receive your plan
You get clear recommendations tailored to your requirements, and a continued service to keep the plan on track over time.
Arrange your free initial consultation
A first conversation with no cost and no obligation. We'll come to you.