Eleanor Hart
Eleanor leads wealth planning and business-owner briefings. Her background is in personal tax planning for owner-managed companies and retirement income sequencing for couples with multiple pension pots.
About
A Legrosworth practice built for careful UK money decisions
Westbridge Tax & Wealth exists for clients who already have an accountant — and still need someone to join the dots between tax year deadlines, pension pots, and family plans.
Origin
The practice grew from years of sitting in year-end meetings where directors and households left with more questions than answers. Westbridge was founded to offer paid, scoped consulting time — not an open-ended relationship sold on product volume.
We work primarily with clients across Northern Ireland and the rest of the United Kingdom who prefer written recommendations they can share with their existing professional team.
Working approach
- Documents before opinions
- Meetings with agendas, not slideshows
- Notes written for non-specialists
- Clear boundaries with legal and accountancy work
People
Who you meet
James Orr
James runs focused tax efficiency reviews ahead of 5 April. He prepares the one-page briefings accountants prefer — allowance use, dividend timing, and contribution windows stated plainly.
Values we hold to
Specificity over slogans
We name tax years, wrappers, and deadlines rather than promising vague improvement.
Respect for other advisers
Our notes are written to travel — to your accountant, solicitor, or trustee meeting.
Proportionate fees
You pay for the consultation you book. We do not hide charges inside product recommendations.