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Thank you for your interest in our Company. Established in 1982, we were formerly known as Westward Counties (Cullompton). In 2005 we incorporated the business and changed the name to Westward Financial Management Ltd.
We are Independent Financial Advisers based in Ottery St Mary. We work with clients throughout Devon, helping them to achieve their life goals through sound financial planning.
Personal finance can be a bit of a maze with so many companies and products out there it can be a real challenge to know what to do for the best. That's why it pays to take advice about planning and managing your finances, whether you are looking forward to retirement, looking for a mortgage or figuring out where best to invest your money.
The purpose of this website is to introduce you to Sue Rose who set up Rose IFA Ltd and to provide you with an idea of how the company can help you achieve your financial goals.
Richmond Independent is a long established, independent financial advice practice which has been providing advice on retirement planning, investments, savings and Inheritance tax planning for over 28 years in East Devon. Our clients receive personal attention and in-depth advice tailored to their own, individual needs.
