The Westerby Group has acquired Redswan Ltd, a Manchester-based specialist pension provider and Independent Financial Adviser. The asset purchase brings Redswan's IFA business and trustee companies...
News
Westerby Group announces Employee Ownership Trust
On Wednesday, 26th March, Westerby’s founder and chairman, Les McLintic, announced to staff that the company is now an Employee Ownership Trust (EOT). This transfer of ownership of the group makes...
Autumn Budget 2024 Review
As you will be aware, the long-awaited first budget of the new Labour government was delivered by the Chancellor, Rachel Reeves, on Wednesday 30th October 2024, in place of the usual Autumn Statement. We here at Westerby have kept a very close eye on the Chancellor’s...
Westerby Group triumphs at Business Fives: more than just winning!
On Thursday, August 15th, Westerby Group proudly demonstrated their prowess at the Business Fives Summer Season event at the Goals venue in Leicester. Showcasing both competitive spirit and camaraderie, the team exhibited football talent and a strong commitment to...
Westerby Group’s Spirited Team Olympics: A Testament to Teamwork
On Wednesday, August 14th, 2024, the Westerby Group hosted a successful Team Olympics day at Victoria Park. This event was more than just an afternoon of games; it celebrated teamwork, laughter, and new memories. Approximately 30 eager competitors from across the...
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...
