At Westgate Wealth Management, we appreciate that financial situations are all unique, and aim to provide a bespoke and holistic financial plan for individuals of widely differing financial resources and life stages.
We understand the time constraints placed on the profession that may prohibit individuals working in the legal sector from obtaining advice on financial planning. Alongside the difficulty in knowing where to start in seeking financial advice from a service provider who understands your unique needs and circumstances, and who provides clients with security now, prosperity in the future and the highest standard of service.
We offer a specialist service, which will allow firms to provide partners, associates and employees with an opportunity to obtain access to no obligation financial reviews, have questions answered and be kept informed of financial developments at their convenience, through services including:
- Drop-in Clinics
- Qualifying CPD Seminars
- Quarterly Investor Magazine and Insights Articles