Westerby Investment Management
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 (IHT)
Estate planning and will trusts
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.
For more details or arrange an appointment
Call +44 (0) 116 247 0304
Email us here
We will contact you to arrange an initial meeting.