Westcliff Financial Services
We will take time to consider your situation, needs and priorities
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.
As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
Our charges can be structured in several ways. In relation to Investment, Savings and Pensions advice, our clients have a choice of paying for our advice directly, or having the cost deducted from investment plans. As for some other products, for example, Term based Life Assurance and General Insurance we will receive a commission from the providers unless our clients prefer to pay a set fee. Either way, we will disclose our fees in an open and transparent manner and always before any work is done on your behalf.