Westbourne Wealth Management is a financial planning firm based in Glasgow but with clients nationwide. Richard Smith, the Practice Principal, has been giving advice to clients since December 2019 and has a proven track record of customer service and satisfaction gained through his previous career as a technical sales engineer spanning across 7 years.

Today, he derives a great deal of pleasure by helping his clients with both their short term and long term financial planning needs. This is achieved by engaging with each individual on a personal level by using a holistic approach and making the review process easy to understand.

Richard focuses on helping clients on their journey towards retirement and beyond as well as protecting them and their families in the present should the worst happen. Richard also makes use of cashflow modelling software which is arguably the most important financial planning tool. Few in the industry make use of this tool but it is something offered as standard to all clients.

The other areas of advice covered are Inheritance Tax & Estate planning as well as corporate finance.