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...
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...
Westerby sponsor Soar Valley Allsorts Netball Club
We are delighted to announce our sponsorship of Soar Valley Allsorts Netball Club. Formed in 2011, Soar Valley Allsorts Netball Club is a small, local netball team which grew out of the Back to Netball initiative. This scheme was formed in 2009 to encourage women who...
Westerby sponsors Leicestershire & Rutland CFA County Cup tournaments
Leicestershire & Rutland County FA has kicked off its 2023/24 County Cup programme with the support of Westerby, who are sponsoring of the ladies’ and men’s over-18s tournament finals this season. Leicestershire & Rutland CFA lead and empower grassroots...
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...
