Westminster Financial Planning offers the following services. Click a service area for more details:
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Investment Planning
People invest for a multitude of reasons. We help our clients identify the goals they want to achieve with their money.
We then put in place a suitable strategy to enable them to do this in a tax efficient manner, without... -
Retirement Planning
With the responsibility for providing sufficient income in retirement rapidly shifting from employers and the state to the individual, retirement planning is an increasingly important issue facing our society.
We help our clients identify their desired lifestyle in retirement and balance... -
Later Life Planning
There are numerous financial issues to be considered in the post-retirement stage.
Some of the most common ones include generating sustainable income from savings, in a tax efficient way, assistance with wills and probate, and succession / inheritance tax planning.... -
Corporate Services
We offer comprehensive financial advice for both employer and employees.
Our precise role depends on the specific company but, by way of example, we advise employers on a wide range of issues related to employee benefits, such as pensions, life... -
Professional Connections
We work closely with a number of solicitors, accountants and other professionals.
Our lifetime financial planning service complements the close relationship these professionals have with their clients.
We believe our firm’s commitment to professional qualifications, continuous professional development and adherence to...
