Welcome to Western Financial Planning Ltd

Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering a professional, yet professional service is essential in today’s cluttered market. We believe that we can offer a comprehensive service for you or your company, providing a wide range of effective solutions:

We believe in Treating our Customers fairly.

A simple and easy to understand advisory process

Continued servicing for our clients

We are able to meet you in the comfort of your own home or office

We believe that websites cannot advise people on all their financial needs. When dealing with a clients' finances a professional and personal touch is necessary.

Click here to arrange an initial consultation without cost or obligation.

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At Western Financial Planning we have a wide range of clients. These include, corporate clients, directors, fund managers, trusts, and individuals. A large proportion of our clients are introduced by solicitors, accountants, and existing clients.

Western Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Number 480405, Head Office Address: Western Financial Planning Ltd, The Keep, Creech Castle, Taunton, Somerset, TA1 2DX. Telephone 01823 765135. Registered Office: 4 Irnham Road, Minehead, Somerset, TA24 5DG.