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Wealth West was set up to deal with one type of client - the local person, couple or family that is serious about their financial future and want a local, friendly service, delivered by someone who knows them and knows their stuff. It is what we do.


We help clients the old-fashioned way, on a face-to-face, one-on-one basis. We offer a truly professional, independent, Chartered Financial Planning service.

January, 2018

Investment Planning

Westbury Park makes music!

Tax Smart Investments Pension Planning FINANCE Inheritance Tax Planning Long-Term Care Planning

Insurance Mortgage Savings WithPlanning Richard Higgs BAPlanning (hons) CFP FPFSPlans

WESTBURY Park Community Association are organising a wonderful medley of local performers for an evening of highly diverse entertainment featuring traditional music, classical music, folk music and songs from the Great American Songbook. Expect a bar to rouse the spirits, a quiz and a St. Valentine’s day theme. Join the festivities at St. Alban’s Church Hall on Saturday 17 February, starting at 7.30pm. Tickets £10 from Caffe Arabica (North View), Barry Toogood (Coldharbour Road) or 65 St. Albans Road.

Are your finances ready to fund your plans for the future? performing well and offering the The New Year is a time for looking right balance of investment risk to ahead. when we make TrymOften Lodge, 1 Henbury Road, Westbury-on-Trym, Bristol, BS9 3HQ meet your needs. plans for our future one important Telephone: 0117 966 5699 investments may seem Tackling consideration is money, so we daunting, but the New Year is a believe that January is an ideal time for getting organised and we time for a financial review. can help you get started. We offer Anything you plan to do in the a free initial financial review for all short term will need to be funded new clients to include a discussion with cash already at hand. However, of your current circumstances, what for medium to long term plans you would like to achieve and the you will probably want to consider professional services we could offer. holding your money somewhere The kind of medium to long other than the bank to make sure term goals we help clients plan for it at least keeps pace with inflation financially include: (even the best interest rates are • Taking a special holiday to currently below the rate of inflation) celebrate a big birthday or wedding or perhaps even generates some anniversary in a few years’ time growth and/or income for you. • Making sure funds are available if If you already have stocks and long term care is required in later shares investments, it could be life time to check they are up to date,

• Significant gifts, e.g. a house deposit for a grandchild • Passing wealth on to the family while minimising any Inheritance Tax bill Richard Higgs, Chartered Financial Planner at Wealth West Ltd, provides friendly financial advice in Henleaze and Westburyon-Trym on a face-to-face basis in the comfort of clients’ own homes. He specialises in advising retired clients on savings, investments, Inheritance Tax and long-term care planning. He can be reached on 0117 9665699, richard.higgs@, or alternatively through

0117 2 591 591 Formerly



0117 2 591 591 REDLAND OFFICE

23 Chandos Road, Redland, Bristol BS6 6PG

To advertise, contact Emma on 0117 908 2121 Or 07715 770448. Email:

Henleaze & Westbury Voice January 2018  

Local newspaper filled with news, views and advertising for local people and businesses in Henleaze & Westbury-On-Trym.

Henleaze & Westbury Voice January 2018  

Local newspaper filled with news, views and advertising for local people and businesses in Henleaze & Westbury-On-Trym.