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

News

News from Westerby – 8th August 2017

Westerby Group celebrate milestone anniversary with record turnover and plans for further growth
(by )

Westerby Group have good cause to celebrate as both divisions of their business pass milestone anniversaries.  The original arm to the business, Westerby Investment Management, reached an impressive 30 years in business whilst Westerby Trustee Services are celebrating their 20th anniversary.  All aspects of the group continue to thrive, with significant growth in combined turnover (50%+), profit (300%+) and employee numbers (50%+) over the last 3 years.

In the past three months, WTS have taken on a record number of new schemes.  Both WTS and WIM’s growth are mostly driven by varying factors, with a mutual element being the company’s positive ethos and spirit.  Where WIM’s business comes from mostly client referrals and professional connections, WTS’s comes from Independent Financial Advisers across the UK together with direct enquiries from an increasing number of High Net Worth/Sophisticated Investors.

Westerby Anniversary party 2017

Steve Harvey, Managing Director for Westerby Group, commented:

“I’ve been in the industry for 36 years and with Westerby Group for the past five. It’s a huge achievement to have grown so much in size over such a short space of time. Each and every year the company reinvents itself in light of current compliance, politics, economic conditions and industry trends. These constant challenges in the industry actually allow us to differentiate ourselves by staying ahead of the game, where we need to be.”

While the business isn’t looking to acquire competitors, they are looking to expand further, both in Leicester and are also considering developing a presence in London.  Steve commented:

“I think our organic growth very much stems from the ethos and positivity of the team.  We have a very flat management structure and working conditions are extremely flexible.  We get offers once or twice a month to sell the businesses, but we’re not interested in that.  We’re excited to build on 30 years and take Westerby Group on to the next era.”

With such an impressive history, Westerby Group can quite rightly positionthemselves as being the one of the leading independent financial advisers and bespoke pension providers in the East Midlands.

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

 

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