Westerby Team

After a successful career in Design Engineering, Les McLintic became a financial adviser in 1978, as shareholder and director of a financial services firm. When the firm was acquired by The Commercial Union in 1987, Les established Westerby Investment Management Limited. In 1996, he established Westerby Trustees Limited, to provide specialist trusteeship and administration services.

A quarter of a century later, Les is Chairman of the well established Westerby Group, which provides high quality financial solutions for both corporate and private clients.

Steve has been an independent financial adviser since 1981 and provides specialist advice for family businesses, entrepreneurs, private clients and high net worth individuals.

Sales and marketing director of Pointon York until 1999, he helped launch one of the first SIPPS in 1990, spending six years as a committee member of the original SIPP providers group, Association of Pensioneer Trustees, (AMPS) www.ampsonline.co.uk. Steve then moved to RSM Tenon and after thirteen years, joined Westerby Group in May 2012. Steve advises Westerby’s clients across the UK and works with third party introducers in financial planning, retirement strategies, investment advice and employee benefit arrangements.

Ruth joined the pensions industry in 1996, initially as a trainee consultant in defined benefit pensions and group schemes for a large Birmingham-based consultancy. Over the next few years she went on to develop her knowledge in various aspects of corporate client work with national consultancy practices. After a career break to raise her children, she rejoined the industry initially as a SIPP administrator moving on to the independent financial services sector at a senior capacity. Ruth then moved to specialise in compliance, managing the department and developing the systems and controls for a medium-sized financial services company.

Ruth joined Westerby Group in 2021 as Senior Compliance Officer overseeing all compliance across the group.

After beginning his career advising corporate and high net worth clients at TSB Bank, then at Barclays Bank, Glenn qualified as an Independent Financial Adviser in 2002. Following seven years advising medical professionals at Medical Insurance Agency, he spent a decade at a Midlands based wealth management company before joining Westerby the Wealth Advisers in November 2020. Glenn relishes his role helping clients meet their financial goals by understanding the situation they are presently in and the outcome they eventually wish to achieve.

In his spare time, Glenn enjoys golf, family time and giving back his five grandchildren after sleepovers!

Rekha began her career in the insurance industry working for a large insurer where she progressed to a Deputy Team Leader role. She took a career change in 2017 and joined the Pensions Industry.

Having worked with other SIPP and SSAS providers, Rekha became part of the Westerby Group in 2017 where she worked for a year as a Pensions Administrator at Westerby Trustee Services before moving to Westerby Investment Services as a Paraplanner. In 2020, Rekha achieved a Diploma in Financial Advice and has now progressed to a Financial Consultant role.

Jenny started her career in 2007 in Customer Services where she held several roles in different industries managing client relationships. In 2012 she entered the Financial Services Sector, specifically within the relationship management/Investment arm of HSBC where she developed and managed client relations. During this time Jenny became involved in investment risk, risk management and various other projects.

In 2017, Jenny joined Westerby The Pension Specialist as a Senior Business Liaison, and then Onboarding & Investments Team Manager as the first point of contact regarding new and existing investment due diligence, and the ongoing management of ‘At Risk’ investments.

As of January 2023 Jenny acts as Compliance Officer, overseeing compliance across the group alongside the Senior Compliance Officer.