Westminster Wealth Management






















Hampstead & Westminster Hockey Club and Westminster Wealth Management working together.

You can help the club make money too! Westminster Wealth have agreed to donate 10% of all fees generated back to HWHC for future club development.

Westminster Wealth Management provides financial planning advice to individuals and companies. We are independent and as such offer clients the best products and investment solutions available in the market place.

Financial Planning means many different things to many people. We see it as creating a strategy to help you achieve your financial goals in the time frame you want.
Some of the services we offer are:

Investments -
We offer investment advice to individuals, families, trustees and companies. This advice covers all different types of investing where you are looking for a higher return than cash. The starting point is to identify the clients objectives then create a strategy to achieve those objectives within the right risk controls. We manage most client money in house but also work with discretionary fund managers where appropriate.

Mortgages - We have a specialist mortgage team that offer fully independent advice for residential and commercial lending. The team will help to explain the mortgage process for first time buyers through to securing the best market rates for standard arrangements and utilising our strong relationships with market lenders and private banks for more complicated scenarios.

Pensions -
Long term planning takes many forms but pensions are a building block for all. We can help individuals who are starting out with their planning right through to help manage more complicated affairs using SIPPs and other wrappers as appropriate. A lot of clients have a number of historic pension funds that we can give advice on for consolidation and management of.

ISA’s -
Cash ISA’s and Stocks and Shares ISA’s are often a first step into financial planning. We can help with the selection of provider, consolidation of existing funds and management of the investments.

Tax Planning -
Tax planning is not and should not be for everyone but can be very effective when used appropriately. For UK resident individuals we offer a unique service in dealing with UK Income Tax, Capital Gains Tax, Inheritance Tax and Stamp Duty Land Tax.

Inheritance Tax -
For estates over £325,000 (£650,000 for married couples) there is a 40% IHT tax payable on the excess. There are a number of solutions to this issue that we can advise on and assist with the implementation of.

Please see the rest of the website for more information about our services.

Initial meetings and preliminary research are provided at no charge, we will look to show you how we will work with you and for you before you become a client.

Your contact at Westminster Wealth is Jamie Perkins (plays for Zak Hond,)  if you would like to use another adviser, that can also be arranged.

A number of individuals who play at HWHC are already clients, if you would like a reference, please let us know.

The best way to get an idea of our services and how we work is too arrange an initial meeting, please email hwhc@westminster-wealth.com or call Jamie Perkins on 020 7400 5870.

E: info@westminster-wealth.com T: 0870 160 9299 F: 0870 160 9298
Westminster Wealth Management is authorised and regulated by the Financial Services Authority (490519)
The information contained in this website is subject to UK financial regulation and as such is meant for consumers in the UK.