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.

We are able to advise and provide solutions to a wide range of financial areas.


Your home may be repossessed if you do not keep up repayments on your mortgage.

Wealth Management

Wealth Management

We offer a diverse range of wealth management products. The right combination of investments can be different for each client. We are there to help you construct a portfolio that will help you achieve your goals.

 
Pensions and Retirement Palnning Advice

Pensions and Retirement Planning.

Looking at the many options available when taking benefits from Pension Schemes. Please contact us for advice on your specific circumstances.

 
Having a diverse portfolio is important in balaning your investment risks

Investment Advice

We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further.

The Financial Conduct Authority does not regulate National Savings.

 
Life Assurance Advice

Family Protection Needs

There are many types of life assurance policies, all with different features and benefits. The aim is to provide money for those who may be financially dependent on you, in the way which best suits your needs.

The Financial Conduct Authority does not regulate Trusts.

 
Mortgage Advice

Mortgages.

Helping you decide which Mortgage to choose, looking at important points on how you pay back the capital you borrow and how you pay the interest on it.

 
Releasing capital from your home to fund lifestyle changes

Equity Release.

Equity Release is a way of raising money from the value of your home. We can help you look at options for releasing a part of the value of your home

This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration

 
General

Tax Planning

Miscellaneous & Taxation information that may be useful when dealing with certain life events.

The Financial Conduct Authority does not regulate taxation and trust advice.