About Us...
Weston Financial Partnership Limited is a national firm of independent financial advisers with its base in Solihull, West Midlands. We provide independent financial advice on all aspects of financial planning, based on an understanding of clients needs, aims and objectives.
As independent advisers, our clients benefit from unbiased advice on a very broad range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide help and advice following a financial review which will take place at a convenient time and place, usually your home. A review will begin with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following our initial meeting, we will take time to consider your needs, priorities and objectives before making any recommendations. We will then fully explain our recommendations and agree affordable priorities to assist you in achieving your aims and objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will involve full disclosure of our fees in an open and transparent manner.
The FSA do not regulate all forms of Inheritance Tax Planning