Westerby Team
Leslie McLintic
Chairman
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Steve Harvey
Group Managing Director
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Ruth Maloney
Risk and Compliance Director
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Michelle Staines
Head of Operations, Associate Director
Louise Jarram
Financial Controller
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Sean Harriman
Chartered Financial Consultant ALFBF
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Debbie Hinks
Senior Financial Consultant
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Mike Callaghan
Senior Financial Consultant
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Jacob Price
Financial Consultant
George Harvey
Financial Consultant
Jennifer Bromley
Compliance Officer
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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...
