Thomas Westcott Chartered Financial Planners sit alongside Thomas Westcott Chartered Accountants and together they are one of the larger professional advice firms in its sector in the South West with over 230 team members.

The firm works closely with the legal profession, especially when it comes to matters relating to attorney and deputy financial planning, pension and divorce advice and also trustee advice. They also provide advice to charity trustees on their investment and governance matters.

The financial planning team currently comprises five chartered advisers with specialist accreditations ranging from Step to Solla, with a dedicated support team with decades of relevant experience behind them. Simon Lake also has a voluntary role on the council of the Plymouth & Cornwall Personal Finance Society.

The Thomas Westcott Group nominates a charity to support each year and all offices take part in events throughout the year to support these charities.