INVESTMENT

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

Click here

PENSIONS

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

Click here

INHERITANCE TAX

This is an incredibly complex area requiring bespoke financial advice.

Click here
Westerby Group teams up with Quilter Cheviot for successful high-level financial planning seminars
 

News

News from Westerby – 25th August 2016

Westerby Group presents at East Midlands Chamber’s – Business Expo, The Atrium, Nottingham
(by )

On the 25th August 2016, Westerby were very pleased to be invited to present for the East Midlands Chamber’s Business Expo. Westerby Investment Management’s, Colin Hopewell and Westerby Trustee Services’, Jinal Sachdev were delighted to talk to attendees about retirement planning and the practical and theoretical side of holding commercial property within a SIPP or a SSAS.

The event marks the first of many to be hosted by the Chamber in collaboration with the Westerby Group.


If you’d like more information about Westerby Investment Management, we’d be happy to arrange an initial informal and confidential meeting with you to explore how our financial services could benefit you.

Westerby Investment ManagementFor more details or arrange an appointment

Call +44 (0) 116 247 0304
Email us here

We will contact you to arrange an initial meeting.

Stephen Harvey has joined Leicester-based Westerby Group as a Director.
 

CONTACT US

Westerby Investment Management

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

 

Westerby Trustee Services


Westerby Group Linkedin

 

Westerby Crest Logo