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...
News
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,...
A Memorable Evening at the Annual Westerby Company Ball 2025
The Annual Westerby Company Ball was held on the 17th of January 2025, uniting approximately 100 attendees for an evening of celebration, recognition, and camaraderie. This year’s theme, “Black and White,” set a sophisticated backdrop, emphasising the elegance and...
Westerby Sponsor Leicestershire County Cup Referees
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 sponsorship was announced at the Leicester & Rutland FA Referee...
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 Statement. We here at Westerby have kept a very close eye on the Chancellor’s...
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...
