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Wellden Turnbull Financial Planning

Truly independent financial advice - Courtney Westlake Ltd

We have an association with a firm of independent financial advisers to provide you with dependable professional financial advice and guidance for personal and corporate planning. The firm is owned and run by John Westlake, an experienced financial adviser. He has access to:

Courtney Westlake Ltd has a support team that assists John. There has been a demand for this type of service from our clients, and now we have the ideal solution. This is an important additional service as it will provide you with ‘one stop’ advice on all financial matters, and for us, it gives a greater insight into your goals and ambitions for the future, which we can be instrumental in helping you to achieve. The service is highly accessible as John can see you either in our offices in Cobham, his office in the centre of Woking or if you prefer, visit you at home or at your place of work. John’s experience and his support systems will ensure that the recommendations and advice you receive are entirely suitable for your needs. 

To make an appointment to meet John, telephone our office number 01932 868444 or speak to Simon or Robin or one of our tax department staff.

 

 

Courtney Westlake is authorised to carry on investment business by the FSA.  Wellden Turnbull is regulated for a range of investment business activities by the Institute of Chartered Accountants in England & Wales