Simon Franklin

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. As professional Independent Financial Advisers, Westward Financial Management Ltd are authorised to advise and arrange on many forms of investment products and financial services. We aim to deliver our commitment to you by: •Providing personal face-to-face financial advice from an experienced Independent qualified adviser •Give you the opportunity to review your financial affairs regularly •Making sure that your investments are managed effectively •Ensuring that our correspondence and literature is clear and easy to understand •Listening to your feedback •Ensuring that our dealings with you are sensitive to your needs •Making sure recommended investments match your risk attitude •Give you the opportunity to review your financial affairs regularly •Making sure that your investments are managed effectively •Ensuring that our correspondence and literature is clear and easy to understand •Listening to your feedback •Ensuring that our dealings with you are sensitive to your needs •Making sure recommended investments match your risk attitude We advise both corporate and private clients and are able to meet clients at our offices equidistant between Cullompton, Tiverton and Wellington or your home or work place. Many of our clients work oversea's or have moved out of the area however we are usually able to maintain our service with them.