About Westminster Wealth Management LLP

Expertise. Fairly Priced.Westminster Wealth Management LLP is a privately owned, London-based independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee more than £1.1 Billion of assets.
A fully qualified financial adviser since 2008, my original degree (MA) was in Industrial Design. From that design background, I have taken strong research and analytical skills which have benefited my role as an IFA, given the frequent need to research client financial planning options. In my 12+ years at Westminster Wealth Management, I have always concentrated on developing client relationships with a strong focus on service. As a result, most of my clients have been with me for more than ten years. I offer holistic financial planning, spanning pensions, protection, investments, and trusts. Over the last 4-5 years, I have focused on sustainable and ESG investing.I very much enjoy working closely with clients on their financial planning and I find it rewarding over time to see these plans come to fruition. My motivation has always been assisting clients and giving face-to-face advice, with as full an understanding of their circumstances as possible. In my spare time, I like cooking, keeping fit, and surfing, and doing as much of these as possible with my family.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

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