Jo-Ann Westlake CeMAP, DipFA, CeRER, ACMA
Independent Financial Adviser
About me
Based in Devon, I am a qualified Independent Financial Adviser (IFA) at AFH Wealth Management, providing clients with a tailored and pragmatic approach to meet their financial goals.
Building strong relationships is at the heart of my work. I take time to understand each client’s unique needs, ensuring they feel heard and valued. I am friendly and approachable establishing a trust by genuinely listening to your needs and aspirations.
With a background as a Chartered Management Accountant, I understand the financial complexities and pressures faced by self-employed individuals and business owners, including irregular income, navigating tax obligations and planning for sustainable growth. This dual expertise enables me to deliver tailored advice for businesses and their owners.
My practical approach focuses on clear communication, simplifying complex financial decisions into manageable steps. Whether you are looking to grow your investments, protect your wealth, or plan for retirement, I am here to guide you with clarity, confidence and peace of mind. Feel free to reach out to explore how we can work together to secure your financial future.
Location
South West