INVESTMENT

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

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PENSIONS

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

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INHERITANCE TAX

This is an incredibly complex area requiring bespoke financial advice.

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Life Insurance
 

Life Insurance

With so many contracts and policies available, making the right decision can feel daunting.

We will analyse which type of policy best suits to your circumstances and the amount of life cover you need. We will also ensure premiums are affordable and how to effect the correct contract depending on your priorities and your need to protect your family, your business, your mortgage or other debts including future inheritance tax liabilities.

Income Protection - Provides a regular income if you are unable to work due to an accident or illness.

Critical Illness - Provides a lump sum payment on diagnosis of a specified illness (e.g. cancer, heart attack or stroke).

Private Medical Insurance - Covers private medical treatment costs

Advice for Business

Westerby Investment Management offers financial advice about an extensive range of products for businesses including Group Life cover and Permanent Health Insurance (PHI).

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.

Life InsuranceLife Insurance
 

CONTACT US

Westerby Investment Management

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

 

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