As a long-term County Cup supporter, Westerby is delighted to announce our sponsorship of the Leicestershire referees in this season’s Leicestershire & Rutland County Cup tournament. This new...
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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...
Metro Bank Customer Notice
You may be aware of press speculation relating to Metro Bank. You can read a full statement issued by Metro Bank in response to the press speculation here. Please note, SIPP and SSAS client money is held with banks which are authorised by the Prudential Regulation...
Westerby Group sponsors LOROS garden party
The Westerby Group were delighted to sponsor a summer garden party in support of LOROS. The event took place within the beautiful grounds of Markham House in Thorpe Satchville near Melton Mowbray, on Sunday June 11th, by kind permission of Lady Samworth. One hundred...
What are the personal tax implications of the Autumn Statement?
With the government aiming to close an estimated £53bn gap in the public finances against the backdrop of the cost-of-living crisis, no one was surprised by the widely predicted ‘stealth taxes’ of Chancellor’s Autumn Statement. Here, we take a closer look at the...
Pension Advice
We offer Independent pension advice and retirement planning personalised to meet your retirement goals and circumstances...
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Whether you're a regular saver, looking for capital investment or help with Trusts, we can offer independent and impartial advice...
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By reviewing your financial position and implementing recommendations, you could save your estate inheritance tax.
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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...