Planning for your future

At Courtney Westlake Ltd our aim is to ensure that you have the best possible advice when planning your financial future.

Throughout our website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning.

Our services include a review of your existing arrangements:

When was the last time you had a complete financial review? As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future.

Milestones in life

There are so many issues to consider when planning one's financial future, so here are a few 'milestones in life' to assist you.

Birth - starting school, university or college - starting work - change of job - first home - getting married - starting a family - moving house - change of location - redundancy - starting your own business - unexpected windfall - divorce - illness - retirement - death

With personal circumstances changing from time to time it is important to undertake a review of your financial position to accommodate all of your needs.

Pension planning

Personal Pensions, Company Pension Schemes, Stakeholder Pensions schemes, Self Administered Pension Schemes, Unlocking/Transferring Deferred Pension Benefits and Additional Voluntary Contributions (AVCs).

Investment planning & management

Investing for growth and/or income through Unit Trusts, Bonds, Offshore Funds and Stocks and Shares.

Savings plans

Various schemes to plan for future requirements such as children's education, wedding expenses, 18th or 21st birthday present, deposit on a first home or any other purpose.

Annuities

Capital investment to purchase a guaranteed income.

Contacting us

On our website you will find enquiry forms to assist you, or you can e-mail us with a general enquiry. Our contact details are listed on the foot of each page of our website, including our location map.