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...
News
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...
ESG – Invest to not only grow, but to do some good
Environmental, Social and Governance (ESG) Investing is an area that has grown drastically over the last few years. With predictions of more than 50% of EU passive funds being ESG by 2025, and 2020 seeing more inflows into ESG funds than ever before, ESG is something...
Six Steps to a sound Financial Plan
Six steps to a sound financial plan: Establish short, medium and long term goals in life Identify and list down all of your Assets and Liabilities. Look closely at your current financial situation – are you close to achieving your goals? Put together a plan in order...
Minimum Pension Age Changes
As Independent Financial Advisers, we are constantly reviewing the shifting issues that affect your financial planning needs. One of the most significant matters that has been on the horizon for some time is the change in the minimum pension age. The government has...
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...
