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. Busy professionals, such as barristers, may often find it difficult to develop a relationship with a service provider who understands their 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 for the Inns of Court, being the hub of social activity; educational and professional support for the Bar. We can arrange to provide the following services:
- Qualifying CPD Seminars
- Drop-in Clinics
- Financial Well-being Programme
- Service Fairs alongside other professionals, who have a specialist understanding of barristers' circumstances and needs, including:
- Private Medical Insurers
- Mortgage Providers
This allows the Inns of Court to provide members with an opportunity to obtain a no obligation financial planning review, information, or to ask any questions, at their convenience.
For more information on the services we offer, or to discuss how we can help, do not hesitate to contact us.