About Westmere
A coastal practice for UK financial decisions
Westmere Financial Planning grew from years of sitting with clients who were tired of sales-driven product pushes. We chose Bruen Bridge for quieter meeting rooms and a pace that lets numbers settle before recommendations are signed.
Mission
Help UK residents make pension, investment, and inheritance decisions with written advice they can revisit — not verbal promises that fade after the meeting.
How we work
Discovery calls are complimentary and short. Paid consultations include document review, a structured meeting, and a written plan or summary. We refer legal and tax filing work to solicitors and accountants when those skills sit outside our remit.
Values
- Plain English over product catalogues
- Fees agreed before advice begins
- Room for a cautious recommendation when the numbers are tight
- Respect for existing relationships with solicitors and accountants
People
Advice is delivered by experienced UK financial planners who specialise in retirement income sequencing, portfolio fee reviews, and family wealth conversations. We maintain professional indemnity cover and work with clients across Scotland and the wider UK by video when travel is impractical.
Our office address remains the anchor for in-person meetings: 64117 N Oak Street, Bruen Bridge, Scotland, United Kingdom.