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Who We Are

About us

Westley’s Financial Planning was established to look after the financial interests of a small number of individuals and families.

Founded by Lee Westley, we are a privately-owned firm of independent financial advisers based in the heart of London.

We are fiercely independent, free from the influence of third parties or other financial institutions. This allows us to put your interests at the heart of everything we do.

What shapes us

Our business is shaped around the following core beliefs:

Every recommendation we make is based upon our expertise, judgement and research, without the pressures of some third party or outside interests. We define the plan together, standing with you shoulder to shoulder, without conflict or compromise.

Our whole process is designed to make sure that your money works for you and the life you want to live. Managing your affairs in a way that works towards those ideals will unlock your money’s potential and set you free.

To help you achieve true financial independence and wellbeing, we’ll look at everything. We’ll occupy space at the centre of your financial life and if you require specialists, we’ll take responsibility for that.

Successful financial planning is built around a plan with tangible goals and objectives. A portfolio, that isn’t in service to a plan, will only get you so far. We plan to achieve goals and outcomes that are dear to you and your loved ones.

Whether you’re an individual, family, or charity, we’ll take the time to get to know you. Every plan is unique and driven by your needs and preferences. You don’t deserve and shouldn’t accept generic, off-the-shelf advice, or a life that isn’t your own.

We want you to get as much value from our advice as possible. This needs a dual commitment to make sure our help improves your life. Our advice is limited to a small number of individuals and families that truly wish to establish ease and freedom around their money.

Our Team

Lee Westley - FPFS

Chartered Financial Planner

About Lee

Tom Baigrie

Non Executive Chairman

About Tom

Lucy Norton

Office Manager

About Lucy

Matt Green

Client Support Executive

About Matt

Robert Love

Investment Committee

About Robert

Kel Nwanuforo

Investment Committee

About Kel
WESTLEY’SFINANCIAL PLANNING

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Contact

City Of London

Leicestershire

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

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Chartered Financial Planner

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Lee Westley - FPFS

Lee looks after a growing number of families, creating and designing robust financial plans for his clients.  He is a Chartered Financial Planner and Fellow of the Personal Finance Society.

Alongside working with clients, Lee is responsible for overseeing the firm’s overall strategy and the day to day management of the financial planning side of the business.

Outside of work and when his increasingly ailing body allows, Lee plays football and tries to keep up with his two young sons in the garden.  He is also a school governor and Borough Councillor.

Non-Executive Chairman

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Tom Baigrie

Tom assists Lee with the overall direction of the business, having founded, led and sold the award winning financial planning firm (Baigrie Davies) for over 30 years.  Alongside his successes at Baigrie Davies, Tom launched Lifesearch in 1999 who are one of the UK’s largest independent protection advisers.

Outside of his professional commitments, Tom is a member of Rosslyn Park RFC and engaged in a number of charitable organisations.

Office Manager

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Lucy Norton

Lucy manages the office, making sure everything runs smoothly behind the scenes.  She is an experienced office manager, IFA administrator and paraplanner and has worked in financial planning firms for over 10 years.

In her spare time Lucy loves a DIY project and going on adventures with her family and pet cockerpoos exploring the beautiful surrounding countryside and planning her next holiday.

Client Support Executive

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Matt Green

Matt has recently joined the financial planning profession having spent his career in teaching and coaching.  He is responsible for supporting Lee and Lucy with the firm’s day to day operations.

Outside of work, Matt is a UEFA B qualified football coach and has worked at a number of non-league clubs and professional football academies.

Investment Committee

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Robert Love

Rob is a member of the Westley’s FP Investment Committee.  He set up Asset Intelligence in 2009 and has 25 years of experience in investment research and the advice sector.  Rob holds the Certificate of Discretionary Investment Management.

Outside of work, Rob is often frustrated by the travails of Leicester City.

Investment Committee

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Kel Nwanuforo

Kel sits on the Westley’s FP Investment Committee.  He has 13 years’ experience in asset allocation and in assessing the impact of macroeconomic developments

Outside of work, Kel is a motorsports enthusiast.