Independent Financial Advice

Westerby Investment Management Limited is a firm of Independent Financial Advisers based in the city centre of Leicester authorised and regulated by the Financial Services Authority.

We have specialists in all areas of Investment Advice and Taxation Planning Advice including:

•  Inheritance tax / Estate planning and will trusts.

•  Offshore investment advice.

•  Pension schemes and retirement planning.

•  Private portfolio management.

•  Tax mitigation.

•  Trust advice.

•  Life Insurance and private health insurance.

•  Lump sum investment / Regular savings schemes.

•  Mortgage advice.

All our services can be tailored to both your personal and business situation.

We can provide advice on an extensive range of corporate products: Group Personal Pensions, Stakeholder Pensions, Small Self Administered Schemes (SSAS), Self Invested Personal Pensions (SIPP), Group Life cover, Private Health Insurance (PHI) and many others.

Please choose your subject of interest using the controls to your right or by clicking on the subject of interest in the list above.

Career opportunity for a Specialist Investment Adviser, click here for details.

For more information and details on these services simply complete our contact form and we would be happy to arrange a meeting to discuss, informally and confidentially, how our services can be of benefit to you.