Westminster Wealth Management LLP
Westminster Wealth Management LLP is a financial services company based in London, England. They specialize in providing expert financial planning and investment advice to their clients. With a team of experienced professionals, Westminster Wealth Management LLP is dedicated to helping individuals and businesses achieve their financial goals. Their services include retirement planning, wealth management, and investment strategies. As trusted financial planners, they work closely with their clients to develop customized plans that meet their unique needs and objectives.
Introduction to Westminster Wealth Management LLP
Westminster Wealth Management LLP is a financial services company located in London, England. The company was founded with the goal of providing expert financial planning advice to individuals and businesses. With years of experience in the industry, Westminster Wealth Management LLP prides itself on its ability to create bespoke solutions tailored to each client's unique needs. What sets this company apart is its commitment to building long-lasting relationships with its clients, ensuring that they receive the best possible service.Services & products
Westminster Wealth Management LLP offers a range of financial planning services, including retirement planning, wealth management, and investment advice. The company's team of experienced financial planners work closely with clients to understand their individual circumstances and goals, and create a bespoke plan to help them achieve their financial objectives. In addition, the company offers a range of investment products, including stocks, bonds, and mutual funds, to help clients diversify their portfolios.Location
Westminster Wealth Management LLP is located on Fleet Street in the heart of London's financial district. The area is home to a variety of businesses, including law firms, banks, and financial services companies. Clients can expect to experience a bustling, fast-paced environment, with plenty of opportunities for networking and professional development. The closest public transportation options are Blackfriars Station (0.2 miles), City Thameslink Station (0.2 miles), and Temple Station (0.4 miles).Benefits
Clients should choose Westminster Wealth Management LLP because of the company's commitment to providing exceptional service and personalized financial planning advice. The company's team of experienced financial planners are dedicated to helping clients achieve their financial goals, and work tirelessly to ensure that they receive the best possible advice and support. In addition, the company's focus on building long-lasting relationships with its clients means that clients can expect to receive ongoing support and advice throughout their financial journeys.Good to know
Clients should be aware that Westminster Wealth Management LLP is a fee-only financial planning firm, meaning that the company does not receive commissions or other incentives for recommending specific investment products. This ensures that the company's financial planners provide unbiased advice that is in the best interest of the client.Reviews
Customers consistently praise Westminster Wealth Management LLP for its exceptional service and personalized approach to financial planning. Clients highlight the company's ability to create bespoke solutions tailored to their individual circumstances, and its commitment to building long-lasting relationships. Overall, clients feel confident in the company's ability to help them achieve their financial goals.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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free consultation
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online account access
FAQ
What types of financial planning services do you offer?
We offer a wide range of financial planning services including retirement planning, investment management, tax planning, estate planning, education planning, and more. Our team of experienced financial planners work closely with clients to develop customized plans based on their unique needs and goals.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning, working closely with each client to assess their individual financial situation, goals, and risk tolerance. Our team of financial planners then develops a customized plan that meets their specific needs, taking into account their short-term and long-term goals, risk tolerance, and other factors.What are your fees and how are they structured?
Our fees are based on the complexity of the financial planning services provided. We offer both fee-based and commission-based services. Our fee-based services are structured as a percentage of assets under management, while our commission-based services are structured as a percentage of the investment amount. We are committed to transparency in our fee structures and provide clients with a clear understanding of the fees associated with our services.What professional qualifications do your financial planners have?
Our financial planners hold a variety of professional qualifications, including certified financial planner (CFP®) and chartered financial analyst (CFA®) designations. In addition, our team has extensive experience in the financial services industry, and we are committed to ongoing professional development to ensure that we stay up-to-date with the latest industry trends and best practices.Can you provide references or testimonials from satisfied clients?
Yes, we are happy to provide references or testimonials from satisfied clients. Please contact us to request references or testimonials, and we would be happy to provide them. We are committed to providing high-quality financial planning services and are proud of the relationships we have built with our clients over the years.Reviews
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Vickie McDerby
Mark Hayward from Westminster was fabulous, great advice, service and I really felt cared for. Super company, see Mark!
27-10-2022
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Lucy Dunleavy
Would not hesitate to recommend. Mark Haywood is possibly the most infectiously positive person I’ve ever met with a real ability to simplify, listen and check you’ve understood.
27-10-2022
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Mark Collier
Mark Hayward is a very clever guy and would like to personally thank him.
27-10-2022
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Mike Greenwood
Mark Hayward is a like a breath of fresh air to deal with. Very knowledgeable and worth his weight in gold. Would highly recommend. 💪💪💪
27-10-2022
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Tim Jacobs
Working with Westminster Wealth Management has been incredibly valuable. Their professionalism, expertise and knowledge provide real confidence in their ability to provide an exemplary service over the long term, and their patience in explaining the finer points of financial management offers a personal and reassuring element to the relationship.
27-05-2018
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Sean Cameron
Easy and approachable company to work with. Thoroughly professional throughout
27-05-2018
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Gobnait Cronin
I have worked with Jamie for a number of years both at WW and his previous firms. Jamie is someone of high integrity, very honest with clients and very trustworthy. Not only is he very knowledgeable in his industry, he cares about his clients. I would have no hesitation in recommending Jamie to anyone seeking financial advice.
27-05-2018
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Alys Collins
I was introduced to Jamie Pearson and WWM through a number of colleagues. I was 25, had very limited financial knowledge and no expectations – probably not the average client. I was talked me through the process in a way that made sense to me and given a long term plan tailored to my needs. I have since recommended WWM’s services further and will continue to do so.
27-05-2018
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anthea mcdermott
I have worked with Jamie Pearson for a number of years. He has provided me with professional advice on my pension and other investments. He is very approachable and always offers clear explanations. I have found him and his team to be extremely friendly and efficient.
27-05-2018
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Ian Peck
This is my first experience of a WM company and I have to say it has been very positive. Jamie Pearson has been extremely helpful, flexible and a valuable guide through the process.
27-05-2018
