Western Financial Planning LTD

: The keep, Creech Castle , Taunton, Somerset , TA1 2DX

: https://www.westernfinancialplanning.co.uk

: FCA Number: 480405

Number of Employees

No. of Financial Advisers: 2
No. of Employees: 2

At Western Financial Planning Ltd, we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on:

Retirement planning and pensions
Investment management
Estate planning and inheritance tax
Personal and family protection
Tax-efficient financial strategies

As independent advisers, we’re not tied to any providers, so you can rely on impartial advice focused entirely on your best interests. Take the first step toward financial clarity—arrange your no-obligation initial consultation today.

Western Financial Planning LTD is based in Taunton, has 2 financial advisers in Financial Services. Western Financial Planning LTD is registered with the FCA (registration number: 480405). You can check the firm registration with the FCA here.

Western Financial Planning LTD are approved by the FCA to give advice on:

Pensions & Retirements
Financial Planning
Investments
Life Insurance
Insurance
Commercial Insurance

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Western Financial Planning LTD from the Motorway

Initiating from the M5:
At Junction 17, proceed by taking the exit for Cribbs Causeway/A4018 directed towards Bristol (W).
Upon reaching the Cribbs Causeway Interchange, take the fourth exit leading onto Merlin Road.
Continue on, heading towards Exit 17, following signs for Avonmouth/M5.
Merge onto M5.
Subsequently, at Junction 25, please select the A358 exit which is guided towards Taunton, Honiton, Yeovil, and Weymouth.
When you arrive at Blackbrook Roundabout, proceed by taking the fifth exit that leads onto Toneway/A358.
At the succeeding roundabout, you should take the first exit leading onto A358.
Next, make a right turn onto Bridgwater Road/A38.
Followed by this, make three consecutive left turns.
Finally, your destination will be located on your right-hand side.

List of advisers under Western Financial Planning LTD:

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.