How does the financial future look for you?

Just like your physical wellbeing, your financial health needs maintenance and care to ensure it serves you in the long term. With our complimentary financial health check, you will receive tailored advice  specifically targeted to meet YOUR needs, plus ideas and helpful tips to help you improve your financial situation right now and in the future.

Whether you’re on top of your finances or feel like you’ve been burying your head in the sand, we’re here to help.

Look at your:

  • Spending habits
  • Saving habits
  • Debts
  • Financial goals

Diagnose the areas of your finances that need attention and provide you with options to improve your financial future.


Look at your overall financial situation to give you an unbiased and independent assessment of your options and goals for the years to come.

What is a financial health check?

It’s a chance to gain insight into your finances and create a secure financial plan for the future. Independent Financial Adviser will review all aspects and offer you impartial advice.

The benefits of a financial health check.

As you progress through life, there are many key moments that shape your financial landscape from buying a first house, to raising children or saving for retirement. No matter what stage you’re at, we can work together to create realistic goals so you can get the most out of your finances today and in the future.

How do I request my free financial health check?

You can call to speak with one of our team who will direct you to one of our financial consultants to have an in-depth discussion about your finances and assess if we can help you get on top of your financial objectives and achieve your goals.

There is no obligation whatsoever and you will walk away with a greater understanding of your finances. So, what have you got to lose? Call 0116 247 0304 to arrange your free assessment.

All calls to and from our offices are recorded for regulatory purposes.


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,...

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...

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...