Member Since: 02-07-2013
Financial advice for individuals and corporates. We pride ourselves on looking after and managing our client’s money safely.
Westminster Wealth Management LLP is a privately owned, London-based independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee more than £400 million of assets.
Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets.
Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters.
Financial Adviser with 9 years’ experience. I believe in taking a comprehensive approach to financial planning to understand client’s needs, objectives and appetite for risk
“I believe in providing a high level of personal service for financial planning strategies such as tax efficient investing, retirement planning and financial security.”
Member Quick Fire Questions
- How long have you been a BNI member? 3 years
- What does your company do? Financial Planning and Wealth Management
- What is your job title? Independent Financial Adviser
- What does your role entail, in a nutshell? Safely creating and preserving wealth for private and corporate clients
- Why did you decide to take that direction? Finance was part of my degree and I wanted to run my own business
- How do you help your community? Help local business’ by spending lots of money in their eating and drinking establishments
- What is the most exciting / rewarding aspect of your role? Seeing clients lead a comfortable life financially from planning that I’ve helped them with
- Why did you join BNI? To expand my network and increase my business turnover
- What has BNI done for you? Expanded my network and increased my business!
- Any pearls of wisdom for fellow entrepreneurs / Business Professionals? Work smart don’t work hard