Independent
Financial Advice

Welcome to Western Financial Planning Ltd

Comprehensive Planning
Personalised Solutions
Expert Guidance
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.

Retirement 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.

Financial 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. 

Bank notes
Inheritance Tax Planning
Inheritance tax can be a huge burden to your wealth. It can be quite daunting with all the complexities involved. We can help implement strategies to help reduce or fully mitigate any IHT liability.

Welcome to Western Financial Planning Ltd

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. We’ll ensure you have the confidence to make the 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 and personal advice when dealing with our client’s finances.

Get in touch to arrange a free, initial consultation with no obligation.