Service Proposition

At Westminster Wealth Management, our clients are at the very centre of all our thoughts and actions. Over the years, we have learned just how much they value these core characteristics:

  • Continuity of Service
  • Security
  • Regular Communication
  • Fair Pricing
  • Experience
  • Independence
  • Knowledge
  • Trust

Through consistently applying these core values across every aspect of our business, we have arrived at one of the most compelling, client-centred offerings currently available. Put simply, it is our "what would I want if I were a client?" approach.

It is a culture that is shared by all Westminster Wealth’s advisers and support staff. And we make sure we maintain it by attracting and retaining highly experienced, technical, personable advisers, ensuring you will continue to benefit from a first class service that satisfies all these values.

Click on the diagram above for our services

The personal, service-based relationship with your adviser will be central to your engagement with Westminster Wealth. Your adviser will develop an in-depth understanding of your current position, needs, and goals in order to establish a working financial plan and appropriate level of service. They will also take responsibility for the ongoing delivery of your plan, and will chaperone you to the appropriate specialist adviser whenever your circumstances dictate.