YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS

ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

About Us - Our Local Advisers

 

Jo-Ann Westlake

ACMA DiPFA CeMAP CeRER

Mortgage and Protection Adviser - South West Region

My objective is to

  • Save you money by not paying more than you need to for your mortgage

  • Save you time and effort by recommending the most appropriate solution for your needs

  • Not miss out on the most cost effective way of arranging your loan

 

For many people in the UK, financial planning has always been seen as something only for the wealthy, however, careful financial planning ensures that financial goals can be achieved.   My ethos is to share my accountancy, taxation and financial knowledge with everyone so they too can enjoy the benefits.

 

My heart has always been within Financial Services, starting my career in the Halifax Building Society 1992 on the mortgage desk and underwriting intermediary mortgages, moving to head office to the Insurance and Investment Division where I qualified as a chartered management accountant.

 

In 2005 a chance encounter showed me how the ethos and training I had received from the bank would benefit small businesses and I wanted to take the opportunity to help small SME's with tax and business planning, working with an array of industries until 2018 when I was offered a full time position as financial controller within one of the Largest independent car dealers in the south west. 

 

Sharing knowledge and expertise has always been a passion and I have recently expanded the financial planning and tax services to include individuals as there is a real knowledge gap in UK.  As an accountant my understanding of taxation and the complexities of business owners remuneration comes in very handy when tax planning and assessing affordability within financial services.

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