West Financial Management Company Limited

15/07/2026

💡 Looking for a tax-efficient way to invest?

An Investment Bond can be a useful option for those looking to grow their money while keeping tax administration simple.

Some potential benefits include:

✔️ No Capital Gains Tax when switching between funds within the
bond
✔️ Tax can often be deferred until withdrawals are made
✔️ Useful for certain inheritance tax and trust planning strategies
✔️ Can help with tax planning in retirement

Investment Bonds aren't suitable for everyone, but in the right circumstances they can be a flexible and tax-efficient way to invest.

If you'd like to understand whether an Investment Bond could be appropriate for your situation, please get in touch.

Rachael at West Financial Management Welcome to my appointment booking page. Please click one of the links below to book either a telephone meeting or a Zoom video meeting with me.  

09/07/2026

We are proud to sponsor the Fundraiser Award at this year's Plymouth Community Awards.

Fundraisers make an incredible difference to local charities and community organisations, often working tirelessly behind the scenes to support causes close to their hearts. If you know someone who has gone above and beyond to raise money for others, please consider nominating them.

Good luck to all the nominees, and thank you to everyone who helps make our community a better place. 💜

🔗 Nominate your fundraiser here

https://www.ymcaplymouth.org.uk/plymouth-community-awards/

🏆𝐅𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐞𝐫 𝐀𝐰𝐚𝐫𝐝🏆
Every pound raised changes a life. Who do you know that works tirelessly to raise money for charity? Help us shine a spotlight on their dedication and impact by putting them forward for the Fundraiser Award 📣

⏳Nominations close: 31st August 2026
💜This award is proudly sponsored by West Financial Management Company Limited
🔗 Nominate your fundraiser here
https://www.ymcaplymouth.org.uk/plymouth-community-awards/

02/07/2026

We recently closed the office for our traditional annual team volunteering day.

We were delighted to be invited by the YMCA Plymouth to help redecorate their children's soft play area. It was a fantastic opportunity for us to give something back to the local community and support an organisation that makes a real difference to so many families.

The soft play facility provides an affordable, welcoming space for children and is also used by a number of other charitable organisations, helping to deliver valuable support across Plymouth.

We are proud to play a small part in helping maintain such a worthwhile community resource and would like to thank everyone at YMCA Plymouth for making us feel so welcome.

https://www.ymcaplymouth.org.uk/oceancitysoftplay/

29/06/2026

It was a privilege to support the Ladies Lunch Plymouth charity event in aid of St Luke's Hospice Plymouth at the Leonardo Hotel last week. 💚

The work carried out by St Luke’s is truly remarkable. Around £13.6 million is needed each year to fund their services, supporting approximately 300 patients at any one time and providing compassionate care to more than 3,200 terminally ill patients and their families.

Their comprehensive, integrated services reach people across the local community, hospitals and their specialist inpatient unit at Turnchapel, ensuring individuals receive the care, dignity and support they deserve when they need it most.

A special well done to Lisa Thomas for organising such a fantastic event and bringing together so many people in support of this wonderful cause. 👏

If you would like to learn more about the incredible work of St Luke's Hospice or make a donation, please visit:

https://www.stlukes-hospice.org.uk/donations/

24/06/2026

☀️ It's a scorcher out there! ☀️

Whilst many of us are enjoying the sunshine, it's important to remember to take extra care in the heat.

💧 Stay hydrated
🧴 Wear sunscreen
👒 Keep out of the midday sun where possible
🏠 Check in on elderly relatives, neighbours and vulnerable friends
🐾 Don't forget about your pets

At West Financial Management, we're also big believers in planning ahead. Whether it's preparing for a heatwave, retirement, or protecting your family's future, a little preparation today can make a big difference tomorrow.

Stay safe, stay cool and enjoy the sunshine! 😎

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22/06/2026

Congratulations to Helen on passing another STEP exam! 🎉

We're delighted to share that Helen has successfully passed the STEP Advanced Certificate in Trusts and Estates, continuing her commitment to providing the highest level of advice and expertise to our clients.

Professional development never stops and we're incredibly proud of Helen's dedication to expanding her knowledge in trusts, estates and succession planning.

21/06/2026

So much going on at my church . Fun Sunday school today making crowns. 🙏🎉

20/06/2026

Relieved 😅 to have received the results from this exam. I am now confident to book the next one. Advanced Certificate in Taxation of Trusts and Estates.

17/06/2026

Still smiling after the incredible experience of being invited to speak at the MDRT Annual Meeting 2026 in Anaheim on 10 June.

It was a privilege to share the stage during the "Power Hour" session alongside seven amazing peers: Carla Brown, Fiona Foo, Danny O’Connell, Derek Wong, Ross Hultgren, Nathan Graff and RJ Kelly.

I loved delivering my presentation, "Programme Your Brain for the Next Level" and I'm delighted to report that my three frogs made a memorable appearance and survived their leap from the stage! 🐸🐸🐸

Thank you to everyone who attended, engaged and shared their energy. Experiences like these remind me why I love being part of the MDRT community.