We are a customer-centric team of experts that put our clients at the heart of everything we do. We are proud representatives of St. James's Place Wealth Management, providing advice and products covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Strategies.
Fundamentally our approach is one of providing innovative solutions for the client - rather than product-selling. As a result, our clients receive tailored, prudent and innovative solution-based advice.
At Westbrook Financial Services Ltd, we understand that financial planning, whether for retirement, expanding your business or looking after your family is one of the most important elements of securing a comfortable future. Were proud to say that our clients rely on us to help them future proof their financial plans by regularly reviewing their circumstances against their goals and the financial climate. That way, they can rest assured that as their plans change, their finances do too.
Whether youre planning for your long-term future or when your circumstances change, such as starting a family, changing jobs, starting your own business or receiving an inheritance, we can provide you with a comprehensive review of your current financial plans to ensure they change in line with your needs.
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The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website
www.sjp.co.uk/products
Westbrook Financial Services Ltd is registered in England and Wales, Number 6041730. Registered Office: 3 Cecil Square, Margate, Kent, CT9 1BD, England.
