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Financial planning

Keeping your personal financial affairs in order and planning ahead is a must for most of us, but with the vast array of pension plans, investment opportunities and more on offer, personal financial planning can often be the source of a great deal of stress.

At Thomas Westcott, we offer independent, straightforward, financial planning advice through our wholly owned financial services company in the southwest. Advice is provided on a transparent fee basis and we offer an initial consultation with one of our friendly and approachable team with no obligation, free of charge.

We offer advice on:

  • Auto Enrolment
  • Care Fees
  • Equity Release
  • Estate Planning
  • Investment
  • Retirement Planning
  • Services for Business Owners
  • Services for Charities
  • Services for Trustees

To visit the dedicated Thomas Westcott Financial Planners website or book an appointment with one of our friendly advisors, please click here.

iain-andrews For further information, please contact:
Iain Andrews FPFS TEP Partner
phil-butterworth For further information, please contact:
Phil Butterworth ACA Partner
andrew-brown For further information, please contact:
Andrew Brown Partner