At Westgate Wealth Management, we offer a bespoke financial planning service, recognising that there are no off-the-shelf solutions – every client having their own personal concerns and objectives.

We pride ourselves on providing a comprehensive and holistic service that makes it straightforward for you, as a legal professional, to manage your financial affairs. Recognising time is often precious and hours can be long, we offer consultations tailored to fit your personal and professional demands.

As part of our service, we can help you develop a personalised strategy in relation to many aspects of financial planning, including:

  • Retirement Planning
  • Investment Planning
  • Protection
  • Inheritance Tax and Estate Planning
  • Mortgage Advice
  • Health Care
  • Corporate Financial Planning

For more information on the services we offer solicitors contact us for a complimentary brochure, or to make an appointment for an initial, no obligation consultation.

As a sponsor of the Hampshire Law Society, we work closely to provide opportunities for solicitors to access our services through:

  • Bespoke Seminars
  • Attendance at Events
  • Specialist Publications

See our legal events page for more information.

Your home may be repossessed if you do not keep up repayments on your mortgage.