Westside Independent Financial Services LLP

a no nonsense straight talking way. We achieve this by a collaboration of over 28yrs experience in the industry and maintaining our company ethos of building long-term relationships with clients and providing the very best level of service. We are open and transparent and intent on treating our clients fairly and becoming their trusted financial advisers. Planning for your present and future is a journey and along the way it requires for specialist advice. We might have to work in conjunction with other professional business advisers such as solicitors and accountants, to ensure you get the best possible solution to your needs, as the phrase “one size does not fit all” really is true. Westside Independent Financial Services believes that financial planning should be conducted on a holistic basis rather than reviewing individual areas. We believe in providing appropriate advice on the whole of your finances, rather than simply looking at one part in isolation. We therefore look at the bigger picture when determining the most effective way for you to achieve your financial objectives. The first step in providing a holistic financial planning service is to gain a full understanding of your circumstances, objectives and attitude to risk. Our financial planning process involves using the information we have obtained to produce a comprehensive financial plan. Within this plan there may be various strategies such as wealth management, pensions and tax mitigation that all need to combine to meet your financial goals. Our Business Ethos

Westside Independent Financial Services have a firm belief that everyone – no matter their circumstances – should have a plan in place that is regularly reviewed to take account of changing situations. No one should feel under pressure when they sit down to discuss their financial or protection needs. The first meeting with Westside Independent Financial Services

At your first meeting with Westside many questions will be asked to help us to get to know and understand what your needs and aspirations might be and how far your existing arrangements are meeting them. Time will also be taken to explain the scope of services offered and how the practice is remunerated for its work. Only once there is a complete understanding of your requirements are recommendations presented. These are specifically tailored to each individual and drawn from the entire relevant Financial Services marketplace. No obligation, no pressure – simply the comfort of knowing the steps that could be taken to achieve a secure financial future.