Westminster
Wealth Management LLP is a privately owned independent financial
advisory and wealth management firm operating primarily from its
central London base in Clerkenwell.
The firm is fully passported to give investment advice in other financial
jurisdictions and conducts business overseas for many wealthy individuals.
Each of the FSA registered individuals contracted to Westminster has his or her own areas
of expertise and the firm places great emphasis on the continued professional
development of its advisers.
Whilst our clients place high value on the level of advice & service they
receive from us they also value Westminster’s independence. We are not allied
with, affiliated to or fettered by binding ties to any bank, investment house
or other
financial institution.
The senior partners of Westminster have long been exponents of the belief that it is
only by offering advice on a fee basis that a firm may be regarded as truly independent.
In this, Westminster will pass on all retrocessions, commissions or other financial inducements
received in excess of our agreed fees back to our clients either directly or
into the client portfolios to enhance terms.
Although we predominantly offer fee based advice, a success oriented option is
also available to clients who prefer to work on such a basis. Indeed, often in
the tax planning arena this may be the more appropriate approach.
The average age of the 18 client facing advisers at Westminster is less
than 40, yet combined we have over 250 years of financial services
experience. In addition,
the vast majority of the fee earners have worked together for over a decade
and as such they are able to refer clients internally with absolute
faith in their
colleagues’ ability. |
