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...
News
Westerby’s annual staff day 2022
Westerby's annual staff day at the Leicester Racecourse on Monday was a great success! It was the first gathering of the whole company since October 2019, and it was wonderful to see everyone back...
Westerby are proud to support Financial Planning Week 2020
By failing to prepare, you prepare to fail. This adage (often attributed to Benjamin Franklin) neatly summarises the importance of planning and preparation. This is important in all aspects of life, and is especially so in financial planning. Many people do not take...
What is financial planning, and what are its benefits?
What is financial planning? Financial planning is essential in helping you to achieve your life goals. Be that buying a house, paying for your children’s education or retiring early, planning helps you as you go through life’s journey. It helps you to keep control...
Westerby Investment Management Conferences Leicester’s Y Theatre
Westerby Investment Management will provide an insight into Intergenerational wealth planning Leicester’s Y Theatre on Wednesday (22nd May). Westerby Investment Management advisers will be joined by key investment strategists from Tatton who will give an insight into...
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...
