Westerby the Wealth Advisers is a firm of Independent Financial Advisers authorised and regulated by the Financial Conduct Authority.

Established in 1987 and based in Leicester city centre, Westerby offers specialist financial, taxation and independent investment advice for both individual clients and businesses, in the UK and internationally. View further details of our services below, or contact us to review your circumstances.



We have a team of highly qualified advisers who will work with you, your family, your business and any existing professional advisers you may have, to review your individual circumstances.

Pension Advice

Retirement options have increased greatly over recent years and the possibilities and opportunities of when you retire and how you take your benefits can be complex. For this reason, seeking retirement planning advice early on can set you up for a comfortable retirement in the future.

Investments & Savings

Whether you’re a regular saver, looking for capital investment or help with Trusts, we can offer independent and impartial advice tailored to you as an individual that is as tax efficient as possible. 

Inheritance Tax

By reviewing your financial position and implementing any recommendations, you could potentially save your estate a significant amount of inheritance tax.

Tax Planning

We can advise you of ways to minimise taxation in all the areas where tax could normally be levied, including Income Tax, Capital Gains Tax, Corporation Tax and Inheritance Tax.

Life Insurance

With so many policies available, making the right decision can feel daunting. That’s why we analyse which type of policy best suits your circumstances and the amount of life cover you need. 

Cash Flow Modelling 

Cashflow modelling is a foresight tool in financial and retirement planning, offering an insight into your financial future and helping to answer key questions that you might have about your retirement. It can help you to understand how each decision you might make impacts your objectives, ensuring you’re on course to retire comfortably and manage your assets prudently.

Business Advice

At Westerby, we firmly believe that aligning personal aspirations with business goals is crucial for achieving financial success. Our business advice service integrates your objectives with business requirements, crafting effective strategies to align with your vision.

A spectacular evening at the annual Westerby Company ball

The highly anticipated annual Westerby Company Ball took place on the 19th of January 2024, bringing together 120 attendees for an unforgettable night of celebration and recognition. The event showcased the remarkable achievements and dedication of the Westerby staff,...

Westerby sponsor Soar Valley Allsorts Netball Club

We are delighted to announce our sponsorship of Soar Valley Allsorts Netball Club. Formed in 2011, Soar Valley Allsorts Netball Club is a small, local netball team which grew out of the Back to Netball initiative. This scheme was formed in 2009 to encourage women who...

Westerby sponsors Leicestershire & Rutland CFA County Cup tournaments

Leicestershire & Rutland County FA has kicked off its 2023/24 County Cup programme with the support of Westerby, who are sponsoring of the ladies’ and men’s over-18s tournament finals this season. Leicestershire & Rutland CFA lead and empower grassroots...

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, on Sunday June 11th, by kind permission of Lady Samworth. One hundred...