David Bullock, DipPFS
Managing Director & Adviser
Call: 0114 267 9338 Email: email@example.com
David's career in financial services commenced in 1969 and he established Westcourt Financial Services Ltd in 1991.
Very much the driving force behind our success he continues to build on his reputation for sound, quality advice and many of his original clients still rely on him today.
John Dungworth, DipPFS
Director & Adviser
Call: 0114 267 9338 Email: firstname.lastname@example.org
John joined Westcourt in 1991 and became a director of the company in 1995.
In addition to advising his clients on mainstream financial matters, John has great expertise in Self Administered Pension Schemes and property purchase within pension plans.
Matthew Cox, DipFA
Director & Adviser
Call: 0114 267 9338 Email: email@example.com
Matthew joined Westcourt in 2001 and was appointed a Director of the company in 2006.
Matthew provides advice on all areas of financial planning including, investing for your future, advice at retirement and beyond, estate planning and protection.
In addition to holding the Diploma for Financial Advisers, Matthew has also obtained additional qualifications in Long Term Care, Later Life Planning, Lifetime Mortgages/Equity Release and Mortgages, that further enhances the range of advice he is authorised to provide. He is also a member of the Institute of Professional Willwriters.
Matthew therefore has clients from all different generations who benefit from his services and expertise, and has developed strong relationships as a trusted adviser for many families.
Away from work Matthew enjoys keeping fit, many sports and spending time with his family.
Alex Pugh DipPFS
Call: 0114 267 9338 Email: firstname.lastname@example.org
After gaining valuable experience at a global multinational insurance company, Alex joined Westcourt in 2021. Following a specific training programme, Alex is now an adviser and is authorised to provide advice on many areas including Retirement Planning, Investments, Estate Planning, Protection and Equity Release.
Alex has already gained numerous qualifications in addition to the required industry standards and continues to work towards the advanced diploma in order to achieve his chartered status.