About Westbury Capital Partners

"Fortune Favors The Prepared"

Your financial goals are as individual as you are. So it’s vital to have a tailored and comprehensive financial plan that will help you achieve and maintain your ideal level of wealth, taking into account your needs and lifestyle. A financial plan is personal to you and helps you reach your financial goals, with a carefully planned route that’s just right for you. It can help you remain stable through any ups and downs that life throws at you because your protection, pension, investment and mortgage strategy is based on your own situation and goals, not outside influences. Westbury Capital Partners provide you with expert advice, covering financial, retirement, mortgage and protection planning with products from an array of market leading providers. We can recommend a personal financial plan that closely reflects your current situation and objectives. So please read on and understand why a review with Westbury Capital Partners would be time well spent.

Who We Are

Westbury Capital Partners are a Bristol based financial services company with a clear goal of providing exceptional service to our clients. We pride ourselves in giving sound and professional financial and mortgage advice, putting our clients at the centre of everything we do. A key foundation to our business model is building a lasting professional relationship, and our aim is to ensure that our clients view us as their trusted advisers.

What We Do

We believe that too many advisers offer a ‘one size fits all’ service and focus on distribution and turnover at any cost. Our vision is to provide each client with a bespoke service that is tailored to their needs, and we believe that it is this individual service that sets us apart from the rest. Our primary focus is providing a holistic wealth management service to both private individuals and retail businesses. We cover all aspects of pension, investment, insurance and mortgage business. We are independently owned, operate on low overheads and have a structured process in place that embraces technology. This combination allows us to deliver a streamlined and highly cost effective proposition to our clients. You can be confident that you are dealing with a company that has an embedded commitment to regulatory and professional standards at all times.

Why our clients use us?

We are Directly Authorised by the Financial Conduct Authority and are whole of market brokers. This allows us to research the whole of market and find products that are appropriate for your needs. We choose appropriate products from a very wide range of providers all at our disposal. Each provider has been selected against strict criteria, including:

  • Financial Strength
  • Value for Money
  • Customer Service