Graham Westhall Email & Phone Number

I really enjoy helping my clients with their financial planning, whether this is protecting their family, buying a home, planning for retirement or growing their savings. Clients with whom I work value my independence, friendly approach and ability to explain financial matters in plain English.All new clients are offered a free initial meeting so that they can decide whether to entrust their finances to me and for me to be able to identify if and where I can add value for them.All instructions are carried out on an agreed fee basis without hidden cost with the option of ongoing reviews and service where appropriate.

Listed skills include Inheritance Tax Planning, Pensions, Investments, Income Protection, and 44 others.

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  Independent Chartered Financial Planner

  Tom French & Associates

  Dec 2013 - Present - Plympton, Plymouth

  I am an independent financial adviser holding Chartered status with both the IFS School of Finance and Personal Finance Society. I am qualified to offer advice in most areas of finance including life assurance, income replacement, mortgages, investments, equity release, long term care funding, pensions and inheritance tax planning. Working with Tom French & Associates provides me with access to industry leading research tools, enabling identify the me to identify the most appropriate solutions for my clients needs from the whole of the market and provides a welcoming and friendly office for meetings (tea and coffee provided!).