Investments

Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.

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Annuities

When it comes to providing for our retirement, too many people are doing too little too late. Putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire.

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Protection

Life is surprising. Unfortunately, some revelations are more welcome than others. During emotional and tough times, financial worries can simply escalate the challenges facing you and your family.

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Mortgages

For most people, your home will be the largest single investment you will ever make, so making the wrong decision can become a very expensive mistake.

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About Us

We are a firm of financial advisers based in North Somerset, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

What we do

Westcliff Financial Services offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future. A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.

Your Moneyinfo

All of our clients have the option of our Moneyinfo service, the unique service that allows you to view your entire financial life in one place, at any time. Your bank balance next to your ISAs.

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