Helen has provided excellent, friendly financial advice to me for many years and the results of her recommended investments have been very satisfying and reassuring. She and her team are highly professional and she always takes a keen interest in how other family members are fairing in life.
Helen and her team are down in Plymouth I am a widower up in the NorthEast of England, Helen came up to see me. Found out all she needed to know about me and how I was feeling after the lost of my husband, and what I needed out of her company. I wasn’t rushed into parting with my money she made sure I was in the right frame of mind before acting for me in fact it took about a year before Helen new I was ready. I would call Helen and her team very good friends of mine. That alone is why I have given West financial my five stars. I have since past Helen onto two of my long time friends.
As always I found the whole experience dealing with Helen and Rachel to be so easy. They make you feel you matter to them and nothing is too much. Their knowledge is second to none and will explain things in plain language. I have been a client of Helen's for about 6 years and would recommend to anybody needing any financial assistance, West Financial Management, without question. A truly fanatastic company.
Being new to needing a financial advisor I have felt very supported by Helen and her team. Their help and guidance have enabled me to feel confident as a first time investor and their on going support and reviews give me reassurance about my investments, I would highly recommend them.
First class independent financial advice. Everyone's circumstances and requirements vary, this is where Helen and her team provide tailored advice and products to help achieve your goals and ensure the returns from savings and investments are optimised. Regular reviews and open discussion allow you to make up to date, live decisions, based on the latest information and your current situation.
Good advice given in comfortable surroundings. Helen is easy to talk with, and certainly doesn't "talk down" to those less well versed in financial problems. Advice has always been sensible and helpful and the following letter serves as a useful reminder of the points covered in face to face talks.
West Financial Management Co Ltd is located at 55 Hyde Park Rd, Peverell, Plymouth PL3 4JN, UK
You can contact West Financial Management Co Ltd at +44 1752 228382
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