West Financial Management Company Limited

West Financial Management Company Limited Financial advice, helping you with Savings & Investments, Wealth succession planning. Inheritance Tax Planning, Exit Strategies for Companies and Individuals

The aim of our company is to provide well judged financial planning advice, by understanding each client's individual situation and listening to their future dreams and plans. By working with clients over time, we aim to provide a unique, personal, ongoing financial planning service, perhaps not easy to find in this day and age of company acquisitions and the transition of many mutual companies to

PLC’s. Helen West and a strong support team of 6 other associates and employees help to provide a professional service to individual and corporate clients. Advising on personal and business financial planning, with a specialisation in single premium lump sum investments.

24/06/2026

☀️ It's a scorcher out there! ☀️

Whilst many of us are enjoying the sunshine, it's important to remember to take extra care in the heat.

💧 Stay hydrated
🧴 Wear sunscreen
👒 Keep out of the midday sun where possible
🏠 Check in on elderly relatives, neighbours and vulnerable friends
🐾 Don't forget about your pets

At West Financial Management, we're also big believers in planning ahead. Whether it's preparing for a heatwave, retirement, or protecting your family's future, a little preparation today can make a big difference tomorrow.

Stay safe, stay cool and enjoy the sunshine! 😎

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Congratulations to Helen on passing another STEP exam! 🎉We're delighted to share that Helen has successfully passed the ...
22/06/2026

Congratulations to Helen on passing another STEP exam! 🎉

We're delighted to share that Helen has successfully passed the STEP Advanced Certificate in Trusts and Estates, continuing her commitment to providing the highest level of advice and expertise to our clients.

Professional development never stops and we're incredibly proud of Helen's dedication to expanding her knowledge in trusts, estates and succession planning.




















So much going on at my church . Fun Sunday school today making crowns. 🙏🎉
21/06/2026

So much going on at my church . Fun Sunday school today making crowns. 🙏🎉

Relieved 😅 to have received the results from this exam. I am now confident to book the next one. Advanced Certificate...
20/06/2026

Relieved 😅 to have received the results from this exam. I am now confident to book the next one. Advanced Certificate in Taxation of Trusts and Estates.

Still smiling after the incredible experience of being invited to speak at the MDRT Annual Meeting 2026 in Anaheim on 10...
17/06/2026

Still smiling after the incredible experience of being invited to speak at the MDRT Annual Meeting 2026 in Anaheim on 10 June.

It was a privilege to share the stage during the "Power Hour" session alongside seven amazing peers: Carla Brown, Fiona Foo, Danny O’Connell, Derek Wong, Ross Hultgren, Nathan Graff and RJ Kelly.

I loved delivering my presentation, "Programme Your Brain for the Next Level" and I'm delighted to report that my three frogs made a memorable appearance and survived their leap from the stage! 🐸🐸🐸

Thank you to everyone who attended, engaged and shared their energy. Experiences like these remind me why I love being part of the MDRT community.

I ❤️ being part of Rotary, it’s local, national & international. Message me if you would like to find out how to becomes...
10/06/2026

I ❤️ being part of Rotary, it’s local, national & international. Message me if you would like to find out how to becomes Rotarian 😍

09/06/2026

Bonus met up at my conference. Investing in myself & learning how I can help my clients to have the best future planning.

Address

55 Hyde Park Road, Mutley
Plymouth
PL34JN

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 2pm

Telephone

+441752228382

Website

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