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, 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. We’re 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 you’re 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. 

We hope you find our website informative, and if you have any questions please do contact us.