About us
Independent Financial Advisers
Established in 1987 and based in Leicester city centre, Westerby offers specialist financial, taxation and independent investment advice for both individual clients and businesses, in the UK and internationally.
Integrity, Independence & Service
If you are seeking independent financial advice, you want qualified, professional and impartial expertise that looks at your individual and specific circumstances and needs.
We carefully consider your personal taxation situation, your health, lifestyle, ambitions & aspirations, your approach to investment risk and your existing financial arrangements. And we’ll gladly provide financial advice to help your close family or your business partners too.
Westerby the Wealth Advisers is independent, not tied to any one agency or restricted by the number of products or options that we provide. Our emphasis is on giving you comprehensive advice, rather than selling you a product.
1. Engagement
- We take the time to get to know you and understand your unique financial situation.
- We listen carefully to your goals, concerns, and priorities.
2. Discovery
- We thoroughly analyse your current financial position, considering all relevant factors, including your income, assets, liabilities, and expenses.
- We identify any gaps or areas of concern that need to be addressed.
3. Assess
- Based on our discovery phase, we assess your overall risk tolerance and make recommendations that align with your financial goals.
4. Plan
- We work with you to develop a customised financial plan that addresses your unique goals, needs, and risk tolerance.
- Our team of experts uses their extensive knowledge to develop a comprehensive plan that puts you on the path towards financial success.
5. Implementation
- We help you put your plan into action, monitoring progress along the way.
6. Ongoing Review
- We provide ongoing support and review your plan regularly to ensure it remains aligned with your evolving needs and goals.
At Westerby, we take a personalised approach to wealth management, providing impartial advice tailored to your unique needs and goals. Trust us to help you achieve your financial dreams.
Would you benefit from
a financial health check?
Just like your physical wellbeing, your financial health needs maintenance to ensure it serves you well in the long term. With our complimentary financial health check, you will receive tailored advice specifically targeted to meet your needs, plus ideas and helpful tips to help you improve your financial situation right now and in the future.
Click the link below to learn more and claim your free financial health check.
Pension Advice
We offer Independent pension advice and retirement planning personalised to meet your retirement goals and circumstances...
Investments & Savings
Whether you're a regular saver, looking for capital investment or help with Trusts, we can offer independent and impartial advice...
Inheritance Tax Planning
By reviewing your financial position and implementing recommendations, you could save your estate inheritance tax.
Tax Mitigation
We can advise you of ways to minimise taxation in all areas where tax could typically be levied, including Income Tax...
Life Insurance
With so many policies available, making the right decision can feel daunting so we analyse which type of policy best suits your...
