We are delighted to announce the appointment of Paul Churchill who joined our advisory team at Thomas Westcott Chartered Financial Planners in August.

Paul has been working in the sector since 1990 and has been a Financial Planner for the past 12 years; he is a member of the Personal Finance Society and the Chartered Insurance Institute and provides advice on wealth management, retirement planning and pension options.

Iain Andrews, Head of Financial Planning says: “I am delighted that Paul has joined us. His extensive experience and approach will make him a valued addition to our team.  We are growing our capacity due to an increasing number of enquiries and a growing demand for professional financial advice.”
Paul said: “I am delighted to join a practice which is innovative and puts its clients first.  People lead busy lives and need a financial planning service which is tailored to their needs”.
Born and bred in Devon, Paul grew up in Tiverton before starting his professional life in Exeter.  He then worked for a Somerset based Financial Planning firm before joining Thomas Westcott. Paul is a sports enthusiast, is married with two children and lives just outside Tiverton.

Paul (left) with Iain Andrews (right)

The Autumn Statement will take place on 3 December 2014, George Osborne has announced. The Autumn Statement will provide an update on the government’s plan for the economy based on forecasts from the Office for Budget Responsibility.

Thomas Westcott will be providing commentary on the key points that are likely to affect our clients after the Statement.


We are delighted to announce that Thomas Westcott Chartered Financial Planners has been accredited as an ‘Investor in People’.

The award recognises the strength of our team and the way in which they work together for the benefit of our clients.

The firm’s Chairman, Richard Thomas, said “This award is a testament to the directors and staff who provide an outstanding service to the firm’s clients.

The team continues to grow with the addition of new staff to service the increasing number of clients seeking wealth management advice.


Following today's Budget Announcement by the Chancellor George Osborne, here is a 'easy to understand' summary. http://www.thomaswestcott.co.uk/images/publications/budget-briefings/2014-Budget-Summary-2014.pdf

If you have any questions about the summary please contact Michael Marsh on 01392 288555 or email This email address is being protected from spambots. You need JavaScript enabled to view it.


This weekend sees Stuart Carrington, an experienced partner in our Axminster office, take on the “Watchet to West Bay Cycle Challenge” in aid of Dorset and Somerset Air Ambulance. The 54 mile route starts with a tough climb out of Watchet, skirts Exmoor, then heads past Taunton on its way towards Bridport and the coast at West Bay. Six hundred riders are taking part and Stuart hopes to complete the course in 3 ½ to 4 hours.

Stuart says that, “Having had cycling friends taken to hospital by air ambulance it is imperative that such organisations continue to be supported.” If you would like to help, Stuart has a JustGiving page for this event Click Here

As well as a strong general practice portfolio built around farming, charities and non-standard assignments, Stuart has a growing client base within the cycling industry including sports agents, marketers, retailers and one of the national organisations. If you would like to discuss how Stuart could help your organisation please get in touch on 01297 33388 or This email address is being protected from spambots. You need JavaScript enabled to view it. .

For those particularly interested in the cycling aspect of this challenge, Stuart will be posting his performance on Strava.

Catch up on all the latest charity news with the current issue of our Charity Newsletter.

Charity Newsletter Spring 2014


Significant changes to the UK benefits system are being phased in over the next four or five years. Various existing benefits are being replaced by the new "UNIVERSAL CREDIT". In this article Steven Fitzgerald (manager based in our Exeter Tax Department) summarises some aspects of Universal Credit, the transition from the Tax Credit system and the potential impact of delays in the transition to the new system.

Please follow the link: http://www.thomaswestcott.co.uk/images/publications/fact-sheets/Fact-Sheet-Universal-Credit-and-Tax-Credits-Update-April-2014.pdf

For further advice on these matters, please contact Steven Fitzgerald on 01392 288555 or email This email address is being protected from spambots. You need JavaScript enabled to view it.

The latest issue of our Taking Account Newsletter has been published; follow the link to read the latest news and topical issues.

Taking Account March 2014

Thomas Westcott is delighted to be sponsoring the WESC Charity Pub Quiz again this year, good luck to all the teams who have entered.

It is time to announce our first, big, fun, fundraising event of the New Year, that's right... our pub quiz is back! Come along to WESC Foundation on Wednesday 26 February 2014 at 7pm.

The quiz last year was a fabulously fun evening! Everyone who took part enjoyed themselves and we raised nearly £2000 towards projects at WESC Foundation.

At a cost of £8 per person, teams of up to six are invited to come along and battle it out by answering a selection of general knowledge questions.

A buffet is included in the entry fee, with drinks available from the bar and there will be a special prize for the winning team.

For more event information or to reserve a team place, please call Maggie Garrett, on 01392 454343 or email This email address is being protected from spambots. You need JavaScript enabled to view it.

Pop the date in your diary today!

WESC Foundation