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

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

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This is an incredibly complex area requiring bespoke financial advice.

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Westerby Investment Management Services

Westerby Investment Management
Financial Services

Specialist financial and investment advice and taxation planning advice including:

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

Pension schemes and retirement planning

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

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


Westerby Investment Management

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


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