Our clients are at the heart of everything we do. They come from a variety of backgrounds.
Every client situation is unique, which is why we feel so strongly about the importance of building truly bespoke financial plans.
Read some of our testimonials below.
“Having lived our lives perpetually working hard securing enough money to make ends meet, we found ourselves with a significant surplus of income. We had little idea how to use the surplus funds to our benefit and found this quite daunting.
We were introduced to Lee Westley as a Family Wealth Planner in 2014.
With his help and guidance, we have changed our whole relationship with money, from it being in control of us, to us being in control of it. Lee has helped us to take a long term view of our financial position and helped us plan for our future and retirement with confidence. In fact, Lee has helped us bring forward our planned retirement date by several years and helped us plan our legacy for our children.”
“There really can’t be a better testimonial for Westley’s than that both Arthur Davies and me have decided they should look after our affairs. We were financial planners for 30 years together and employed Lee and many others in that role.
That we both, separately and without Lee asking, decided to entrust our families financial future to him and Westley’s Financial Planning, should give you the confidence to do the same. In a financial planner you want skill, experience, intellect, honesty and care. Lee has all those in spades and Westley’s charging structure also offers excellent value for money.”
“We have been working with Lee some seven years now. We were very fortunate to be introduced at a time when I needed some critical advice about pension planning. Lee handled that perfectly and from that time, we have developed a close working relationship across a range of family financial planning issues. This has been a very positive experience for everyone in the family, including our children as they have become adults and have started managing their own affairs. Westley’s Financial Planning, guided by Lee, represents the best in private wealth management – attuned to the needs of individuals, suitably sceptical about markets, always responsive, and committed to the long-term view.”
“I have the highest regard for Lee Westley, who over many years has given me sound financial advice, both when I was employed at Country Living Magazine in London with a substantial mortgage, and now as a mortgage-free, freelance journalist in Hay-on-Wye.
What was and is different about his advice and support is that he offers solutions in an accessible, plain-English way rather than confusing the client with jargon. He asks you about your lifestyle preferences and suggest options relating to whether to want to invest large sums for the future, or enjoy your money now, in a responsible manner, while they ensure your later years will be financially secure, too.
Although I am not a high earner, I have always been treated as if I was just as important as a corporate client. I can highly recommend the services in the company Lee has established.”
“My wife and I have known Lee for a number of years and have always found his advice well researched and specific to our needs. In addition the results of his research are presented in an understandable way so that a non financial person can take an informed decision.
Lee has been able to provide a complete personal financial service to the younger generation in the family as well as now embarking on advice for provision for the third generation.
We would have no hesitation in recommending Westley’s Financial Planning as personal financial advisors”
“Bespoke financial advice that fits!”
“Lee began working with us 10 years ago while at his previous firm and throughout, we benefited considerably from his expertise and common sense. Hence when he decided to set up Westley’s Financial Planning, we had little hesitation in following him.
There are many reasons we rate him highly, but three stand out in particular:
Lee is focused entirely on his clients’ needs, leaving Westley’s Financial Planning free of conflicts that can arise when other agendas compete for attention. Above all, he demonstrates the highest degree of professionalism, probity and efficiency and that is what gives us every confidence that our affairs are in excellent hands.”
“I am delighted with the service that Westley’s Financial Planning offer me and my family: professional, independent and personalised. Lee takes a real interest in our lives – working to balance the needs of today with those of the future. I am certain that Westley’s Financial Planning have my family’s best interests at heart.”
“I have no reservation in recommending Lee at Westley’s Financial Planning. His advice is tailored to individuals who are independent and expect a level of customer service. If you don’t naturally fit into the pigeon holes of large corporate institutions, with their narrow tick boxes and their monotonous questionnaires, the purpose of which to mitigate their responsibility, you would without thought move your business to Westley’s Financial Planning. Lee has been my financial advisor since he started in the business. He has never let me down, given wise advice and a long term strategy tailored to my fluid personal requirements.”
“Thank you for helping me over the last ten years, to reach the goals of retaining my property and to plan for my retirement. I’m very grateful.”
Westley’s Financial Planning is a trading style of Lee Westley Limited, which is an Appointed Representative of Sense Network Ltd, who are authorised and regulated by the Financial Conduct Authority.
Lee Westley Limited is registered in England and Wales. No: 15375140. Registered office: One Ash House, Loughborough Road, Leicestershire, LE12 8UE.
Lee Westley Limited is entered on the Financial Services Register (https://register.fca.org.uk/) under reference 1008153.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service, please visit https://financial-ombudsman.org.uk