We understand the time constraints placed on the profession that may prohibit barristers from obtaining advice on financial planning, alongside the difficulty in knowing where to start in seeking financial advice. You may often find it difficult to develop a relationship with 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.
At Westgate Wealth Management, we offer a specialist service, which will allow chambers to provide tenants and employees with an opportunity to obtain a no obligation financial planning review, at their convenience.
We also provide a number of services for chambers to support your business by providing a straightforward means of managing chambers’ financial requirements. This will provide both Head of Chambers and tenants peace of mind, allowing you to focus on the successful running of your practice. These services include:
- Group Pensions
- Protection Schemes
- Drop-in clinics
- Qualifying CPD seminars
- Keeping you informed of financial developments
The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.