About us

Independent Advice

We are independent financial advisers. We offer unrestricted advice from the whole of the market and we have no ties to any providers of financial products or investment services.

Thomas Westcott Chartered Financial Planners is part of the Thomas Westcott Group. Thomas Westcott Chartered Accountants is one of the largest firms of Accountants in the South West of England, with over 220 employees across 17 offices.

We provide financial planning advice to a wide range of clients, including business owners, private clients, charities, trustees and attorneys.

We advise clients at all stages of the financial journey; giving advice on savings and insurance, retirement planning, wealth management, taxation and estate planning, care fees and financial matters in later life.

Our commitment to attaining the highest level of technical excellence is matched by our focus on putting client service first.

Chartered Status

Thomas Westcott Chartered Financial Planners is one of the few firms in the South West of England to be awarded Chartered status.

Our Chartered title is the gold standard of excellence among financial planning firms. Having fulfilled the highest qualification criteria and demonstrated our professional capabilities, we are required to commit to ongoing professional development and to adhere to a strict Code of Ethics.

With increasing complexity in the financial world and constant scrutiny by the media, genuine professionalism has never been in such high demand. As Chartered Financial Planners you can be assured that the advice, service and ongoing support that we provide is of the highest quality.

Our Credentials

Whatever your financial planning requirements we have the qualifications and experience to provide you with the expert advice you need.

Our team’s qualifications and professional memberships include the following:

  • Chartered Financial Planner
  • Certified Financial Planner
  • Member of the Society of Trust and Estate Practitioners (STEP)
  • Accredited Member of the Society of Later Life Advisers (SOLLA)
  • Fellow of the Personal Finance Society
  • Associate of the Institute of Financial Planning
  • Investment Management Certificate
  • Chartered Insurance Institute’s Advanced Financial Planning Certificate
  • Pension Transfer Specialist
  • Certificate in Mortgage Advice and Practice
  • Member of the Society of Mortgage Professionals