A Partner Practice of St. James's Place Wealth Management

Michael Westwood Wealth Management

Michael Westwood

APFS, CeMap, Chartered Financial Planner
Recognising that every client has unique requirements, we offer a bespoke personal service tailored to your specific needs and aspirations. We are committed to building long-term relationships based on trust, the highest levels of ongoing service and professionalism.


Michael has worked successfully within the Banking and Investment industry since 1987, having previously worked for Prudential, Bradford & Bingley and Halifax. During this period he has witnessed many changes particularly within the banking sector, which do not support his views on the level of service that clients should expect.

Having seen that he could provide clients with a better service and the best possible advice, Michael was delighted to be invited to join St. James's Place Wealth Management where he is able to offer a wide range of wealth management services of outstanding quality. St. James's Place Wealth Management is an elite group, made up of many of the most experienced and highly regarded professionals working in Financial Services today. Through our practice we are able to promote the development of truly life-long relationships.

We believe that quality of advice is very important. We are committed to ensuring that all industry knowledge remains relevant and current by placing strong emphasis on personal development. This, along with the pride and dedication that we place on developing solid personal relationships with our clients, ensures that we are able to offer a rounded, professional and bespoke service.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Michael Westwood

One Trinity Gardens, Broad Chare, Newcastle upon Tyne, NE1 2HF

9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
My wife and I first met Michael 6 years ago when we were considering an investment. Having looked at several financial institutions we decided to go with Michael because of his professionalism/knowledge of the money markets and the plan he was able to put together which suited our needs perfectly. Michael gets our highest recommendation.
C. Eldridge | Retired, Durham
Michael has been my financial adviser for several years and in that time we have built up a good working relationship. I find him to be honest and sincere and his advice is always relevant to my particular needs. His service is first class and any problems are dealt with immediately. I would not hesitate to recommend Michael to anyone.
Name Supplied | Retired, Durham
I first met Michael at another financial institution and I was extremely impressed with the investments that were made and, more so, with the courtesy and professionalism of Michael. Sadly (for me) Michael moved on from there and it was by chance that I met up with him at St. James's Place. Once again I am pleased to have Michael dealing with my financial matters in a totally trustworthy and professional manner. I would not hesitate in recommending him – this I have already done.
Ian Schofield | Retired School Teacher, Durham
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
I have benefited for many years from Michael’s building and preserving of my Capital assets across a wide spectrum. He provides a service highly personal to myself – always honest concerning the progress of my account and initiating the most effective adjustments desirable in the way forward. Interviews are held on a face-to-face basis at his easily accessed headquarters in Newcastle upon Tyne. I recommend him wholeheartedly to all who seek a first-class service.
P. A. Herbert | Teacher, Durham

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

Michael Westwood
Michael Westwood Wealth Management