INVESTMENT

Westerby Investment Management offers a range of tax effective investment and savings solutions.

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PENSIONS

Selecting the correct pension scheme, for you or for your employees can be complex and time consuming.

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INHERITANCE TAX

This is an incredibly complex area requiring bespoke financial advice.

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News from Westerby Investment Management
 

Westerby News

News from Westerby – August 2017
Westerby Group celebrate milestone anniversary with record turnover and plans for further growth

News from Westerby – June 2017
Leicester based Westerby Group sponsor Rutland Polo tournament, raising funds for LOROS

News from Westerby – August 2016
Westerby Group presents at East Midlands Chamber’s – Business Expo, The Atrium, Nottingham

News from Westerby – July 2016
Westerby Sponsorship - Robbie's Rugby Festival

News from Westerby – June 2016
Westerby Group Assam Cup at Rutland Polo Club

News from Westerby – May 2016
The Need for Business Protection

News from Westerby – May 2016
Westerby Investment R08 Pension Qualifications

News from Westerby – May 2016
Westerby Investment Seminar at the Y Theatre

News from Westerby – March 2016
appointments - New Senior Financial Consultant Danusia Ephraim and promotion for Sean Harriman

News from Westerby – February 2016
"Use it or lose it" - changes in pensions scheme contributions

News from Westerby – December 2015
1st Westerby Investment Conference a great success

News from Westerby – June 2015
25th anniversary of the Westerby Challenge Cup - and it’s not over yet!

News from Westerby – February 2015
Westerby Group teams up with Quilter Cheviot for successful high-level financial planning seminars

News from Westerby – October 2014
Time for an Independent Financial Health-Check

News from Westerby – April 2014
2014 Budget Briefing - Rabbits, Beer, Bingo and Lamborghini’s

News from Westerby – April 2014
Senior compliance & operations professional joins Westerby

News from Westerby – 1st February 2014
Winter Newsletter 2014

News from Westerby – 29 January 2014
Westerby Group opens third Leicester office

News from Westerby – 13 November 2013
MGC Hayles and Westerby Group join forces to strengthen their service offering

News from Westerby – Autumn Newsletter 2013
Autumn 2013

News from Westerby – Summer Newsletter 2013
Summer 2013

News from Westerby – July 2013
Westerby Group appoints Stephen Harvey as Managing Director

News from Westerby – Spring Newsletter 2013
Springtime Review

News from Westerby – Winter Newsletter 2012
Be Well Prepared for Winter

News from Westerby – Oct 2012
How the RDR affects you and your clients

News from Westerby – July 2012
New Director brings wealth of experience to Westerby Group

 

CONTACT US

Westerby Investment Management

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

 

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