Westminster Wealth Management is a specialist independent firm. We are not tied or allied to any one bank or financial institution, which means we are refreshingly unrestricted in the scope and innovation of our solutions.

Our unique, integrated, aspirational service proposition enables us to offer compelling, cost-conscious passive and active solutions for all mandates.

We provide comprehensive, creative investment advice to individuals, trusts, families, charities and companies. We excel at analysing your existing portfolio, assessing how this can best be optimised, restructured or better managed - often in a more tax efficient or cost effective manner.

We offer a wide range of advice including:

  • Investment Funds

  • ISAs

  • Offshore and Onshore Investing

  • Passive and Active Investment

  • Sophisticated Investments

  • Trusts

  • Tax Efficient Investments

The tax-efficient management of your assets is at the heart of everything we do – because lowering your liability to tax also lowers the investment risk you need to take to achieve your goals.

Our highly-qualified, experienced advisers work closely with each and every client to understand their objectives in the short, medium and long term. We provide a personal service of the utmost integrity and continuity, with concise and frequent client communication, ensuring these objectives – which may range from capital preservation to high growth – are achieved through a clearly-defined, risk-managed investment strategy and process.

Our best execution data can be found here: Best Execution Data

The personal information disclosed will be treated as confidential and held in accordance with the Data Protection Act.

Past performance is not a guide to, nor does it guarantee, future performance.
You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested.

The Financial Conduct Authority does not regulate tax advice or trusts.

I have worked with Howard Sheard for the past three years. He has advised me on how best to consolidate and invest my pension rights, which I accrued through occupational schemes and personal contributions throughout my career. Throughout the period I’ve worked my adviser, I’ve found him knowledgeable, professional and responsive. I’ve enjoyed meeting him and working with him, and am confident that the investments I’ve made with his help and advice are appropriate and will be successful.
— Hamish Bullough ex-Managing Director in the Equity Division at Citigroup