At Westerby, we believe in supporting our local community. Recently, our team had the privilege of spending a day volunteering at the Rainbows Charity shop in Shepshed. Rainbows provides essential...
News
45 Years of Advice: What Has Really Changed?
Today marks the start of my 45th year as an Independent Financial Adviser. Since I began my career back in 1981, the world has certainly been through some seismic shifts. We’ve witnessed wars, from...
Westerby Group expands further with acquisition of Cabot Trustees Limited
The Westerby Group has announced the acquisition of Bristol-based Cabot Trustees Limited, marking its fourth successful acquisition in the financial sector since 2022. With this latest acquisition, the group’s assets under administration and management now exceed £2...
The Westerby Group expands with Redswan Ltd acquisition
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 into the Westerby brand, marking another milestone in our strategic...
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 Westerby employees potential beneficiaries of future profits. This...
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...
