A dynamic firm offering outstanding client service and a comprehensive range of business and financial advice.
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Investment Services
Thomas Westcott Financial Management (TWFM) is one of only eight Devon-based firms of Chartered Financial Planners and the sister company of Thomas Westcott Chartered Accountants and Tax Advisers.
The team at TWFM offer unbiased and independent advice to individuals, trustees and corporate clients on areas which include:
- Financial planning
- Investment portfolio advice
- Retirement planning
- Estate planning
- Divorce planning
- Employee benefits
TWFM aims to build a client’s wealth through a combination of strategic vision, diligent investments and tax-efficiency. They play a major role in important life decisions and help clients navigate the challenging investment markets and complex legislation in a cost-effective and tax efficient manner.
For more information on our products and services, please visit the Thomas Westcott Financial Management website.
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We are a large organisation with complex financial and tax issues. I now realise I do not need to work with an impersonal firm from the city who charge high fees. Instead, Thomas Westcott is locally based and able to offer an excellent, highly personalised and professional service.
