Our Firm

Westminster Wealth: Key points and Core Values

            History, Size and Structure

  • Westminster Wealth is a privately owned Independent Financial Planning and Wealth Management organisation founded in 2000.

  • The two principals, Kevin Hughes and Martin Lockyer, have been working together since 1989 and have seen the industry change many times over.

  •  The firm currently stands at 30 fee earners, with a similar number of compliance and support staff.

  •  One of the largest wholly independent, Chartered firms in the UK.

  • Westminster Wealth is wholly committed to retaining its independent status.

  • The firm has an excellent FCA record and no legacy issues. 

 

Core Values

Evaluation of our own behaviours constantly

Technical excellence and first class compliance

Honesty, Loyalty and Integrity in all we do

Independence in both our actions and our thoughts

Clients sit at the centre of our entire proposition

Accountability for our actions

Learn from the excellence of all our colleagues