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...
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...
A spectacular evening at the annual Westerby Company ball
The highly anticipated annual Westerby Company Ball took place on the 19th of January 2024, bringing together 120 attendees for an unforgettable night of celebration and recognition. The event showcased the remarkable achievements and dedication of the Westerby staff,...
Metro Bank Update: 4th December 2023
You will have seen that earlier this week, our shareholders voted through our new capital package, demonstrating their belief in the future of Metro Bank. The capital raising completed today and we issued an announcement confirming listing of the new shares, which...
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...
