Our Approach

At Westside Independent Financial Services LLP, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

Our Approach

We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.

Why use Westside Independent Financial Services LLP?

Best advice

We are not tied to any high-street bank, building society, investment house or insurance company, and can therefore offer truly independent advice.

Simplifying the process

We do business in a way and at a time that suits you – in other words, we remove all the hassle for you.

Easy to understand

We listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that’s right for you.

Relationships

You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.

Referrals

We work closely with our clients and receive the best compliments by our clients referring on others to us to get Quality Financial Help. Please feel free to do this aswell.

The Six-step Process

This is the six-step process we follow:

  • Initial meeting and review – identifying your needs and objectives
  • Getting to know you – gathering relevant information
  • Analysis – an evaluation of your particular financial situation
  • Recommendation – developing a strategic plan
  • Implementation – reaching an agreement on how and when the plan will be implemented
  • Ongoing service and relationship – regularly monitoring your progress

Our Address

Westside Independent Financial Services LLP
302 South Rd Walkley Sheffield S6 3TE

Tel: 0114 233 6000
Email: info@westsidellp.com

Our Digital Magazine

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