Services
Westerby the Wealth Advisers is a firm of Independent Financial Advisers authorised and regulated by the Financial Conduct Authority.
Established in 1987 and based in Leicester city centre, Westerby offers specialist financial, taxation and independent investment advice for both individual clients and businesses, in the UK and internationally. View further details of our services below, or contact us to review your circumstances.
Advice
We have a team of highly qualified advisers who will work with you, your family, your business and any existing professional advisers you may have to review your individual circumstances.
Pension Advice
Retirement options have increased greatly over recent years and the possibilities and opportunities of when you retire and how you take your benefits can be complex. For this reason, seeking retirement planning advice early on can set you up for a comfortable retirement in the future.
Investments & Savings
Whether you’re a regular saver, looking for capital investment or help with Trusts, we can offer independent and impartial advice tailored to you as an individual and to be as tax efficient as possible.
Inheritance Tax
By reviewing your financial position and implementing any recommendations, you could potentially save your estate a significant amount of inheritance tax.
Tax Planning
We can advise you of ways to minimise taxation in all the areas where tax could normally be levied, including Income Tax, Capital Gains Tax, Corporation Tax and Inheritance Tax.
Life Insurance
With so many policies available, making the right decision can feel daunting so we analyse which type of policy best suits your circumstances and the amount of life cover you need.
