Services
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.
Advice
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
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
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.
