At Westgate Wealth Management, we understand that as a barrister, whether a junior or QC, your profession may give rise to more complex and unique requirements with respect to your financial planning needs, such as fluctuating income and issues of aged debt.
We can provide a service that comprehensively addresses your distinct circumstances. With an understanding of the nature of the Bar, meaning time is precious and hours are long, we can offer consultations tailored to fit your personal and professional demands, and provide you with the benefit of a single relationship to meet all your financial needs.
A key element in our approach is keeping you fully informed of how your money is being managed, with regular communications, including our quarterly magazine: The Investor, Monday Market Bulletins and access to regular Insights articles.
We provide a holistic service, helping individuals of widely differing financial resources or life stages with their financial planning, advising on many aspects of wealth management including:
- Investment Planning
- Retirement Planning
- Inheritance Tax and Estate Planning
- School Fees
- Mortgage Advice
- Health Care
As a Service Partner of the Bar Council, we work closely to provide opportunities for the Bar to access our services through:
- Bespoke Seminars
- Attendance at Events
- Specialist Publications
For more information on the bespoke services Westgate Wealth Management provides for barristers, contact us for your complimentary brochure or to arrange an initial, no obligation consultation.