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...
News
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,...
Pensions and Tax – A Brief Summary
Some of the most commonly asked questions regarding pensions and tax are outlined below. 1. How does emergency tax work? Normally the first income paid from a pension will have emergency tax applied to it, as the pension provider will need to contact HMRC to get the...
Independent Pension Advice and Retirement Planning
Independent Pension Advice and Retirement Planning Westerby Investment Management Limited offer independent financial advice in a wide range of areas including pensions, retirement planning and investments. We take the time to really understand what you want from your...
How to Create a Successful Financial Plan
How to Create a Successful Financial Plan 1. Write Down Your Financial Goals When considering a financial plan, you should ask yourself: ‘What do I want to achieve financially in my life?’. It may help to type these out or write them down. Remember that no goal is too...
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...
