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 Investment Management Services
 

Westerby Investment Management
Financial Services

Specialist financial and investment advice and taxation planning advice including:

Investment
Private portfolio management
Offshore investment advice
Lump sum investment and regular savings schemes
Trusts

Pensions
Pension schemes and retirement planning

Inheritance Tax
Inheritance tax (IHT)
Estate planning and will trusts

Tax
Tax mitigation

Life Insurance
Life insurance, individual health insurance and protection

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.

Westerby Investment Management ServicesWesterby Investment Management Services
 

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