Who are we?

The journey of Westminster Wealth Management is long and rich. We have spent decades building up our wealth of experience and expertise. Here you can read more about our core values and Chartered status.

A company with a rich history.

1989


KEVIN HUGHES

MARTIN LOCKYER

The two principals, Kevin Hughes and Martin Lockyer, have been working together since 1989 and have seen the industry change many times over. The firm currently stands at 55+ IFAs and over 80 individuals within compliance and support staff. Westminster Wealth Management is one of the largest independent, Chartered firms in the UK. We are committed to retaining our independent status. 

2000


The start of Westminster Wealth Management

Martin Lockyer and Kevin Hughes have been working together for over 35 years and since forming Westminster Wealth in 2000 they have had only one principal aim:

To be the best environment to deliver, and receive, the highest standard of face-to-face financial planning.

Today, Westminster Wealth Management LLP is a privately owned, London-based independent financial advisory group, providing expert financial advice to a wide range of clients.  We oversee over £2 Billion of assets.

What can you expect?

Read more about the first initial meeting and your financial advice journey

We offer a variety of tailored financial advice services

Our overall service is entirely customisable, and supported by a combination of advice areas, developed to meet the likely aims, needs, and goals held by most clients in a time and cost efficient manner - all unified within an overall long-term financial plan. Our full independence allows us to access any solution available in the market to best meet the needs of clients.

2015


A Chartered firm

In May 2015 Westminster Wealth Management LLP was awarded the prestigious Chartered Financial Planners title by the Chartered Insurance Institute (CII).

Our Chartered status, understanding of the client’s circumstances and objectives, and our modular lifelong planning allows us to deliver truly bespoke financial planning at a fair price.

What is a Chartered status?

Corporate Chartered status is an exclusive standard only awarded to firms which meet strict criteria relating to professionalism and capability. This achievement demonstrates the quality of our work and the experience of our people, rewarding our commitment to continuing professional and corporate development. Through this, we ensure the highest standards of advice, service and ethics.

With over 100,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to Financial Services. The CII works with businesses to develop employees technical and professional competence. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

2022


The launch of our digital advice portal

AllAdvised was launched in 2022 and is the Digital Advice division of Westminster Wealth Management LLP.  The AllAdvised portal is a workplace pension advice platform, supporting employers and employees through investment decisions on their workplace pension. Our platform provides employees with personalised FCA regulated advice who otherwise may have been unable or unwilling to receive advice in a traditional format.

 

Want to get in touch?

We have a team of specialised experts ready to help you on your financial journey. Send us a message and we will get back to your shortly.