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Independent Financial Advice & Financial Advice
in the UK

Independent financial advice is essentially about the provision of professional, qualified, unbiased, impartial expertise to help solve your particular financial needs.

'Independent' financial advice in the UK means that we are not associated or tied to any agency, or restricted in the number of products or options we can provide to our clients. Our emphasis is on comprehensive advice, rather than just 'a suitable product'.

Independent financial advice in short, forms the basis of the Westerby Investment Management mission statement and reflects the philosophy of the company:

Mission statement:
"To constantly strive for excellence in the provision of independent financial advice to our UK and International clients, thereby protecting Westerby's position as a prominent, well established, leading firm of specialist consultants."

"INTEGRITY, INDEPENDENCE, SERVICE"
(As endorsed in our blazen of arms)

In essence we provide, as UK independent financial advisers, a global, holistic approach to financial advice designed to suit your specific individual needs and requirements. Careful consideration is also given to your personal taxation situation, health, level of investment risk, lifestyle, ambitions & aspirations and existing financial arrangements. This includes how our advice may help your close family and also your business partners.

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 are services can be of benefit to you

 


15 Andover Street, Leicester LE2 0JA. Tel: 0116 2470304 Fax: 0116 2471163

Registered Address: As above | Registered in Englad and Wales No. 2086953 | Authorised and regulated by the Financial Services Authority.
The Financial Services Authority does not regulate taxation and trust advice, some aspects of buy to let mortgages or commercial mortgages.
Your home may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be 1% of the mortgage advance.
For example, a mortgage of £100,000 would equate to a fee of £1,000 plus VAT.
In the event that your mortgage does not complete we will not charge you a fee.
The guidance and / or advice contained within this website is subject to the UK regulatory tax regime and is therefore primarily targeted to customers in the UK.
Levels, bases of and reliefs from taxation may be subject to change.

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