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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Stakeholder Pension Schemes & Retirement Planning
 

Pensions

Stakeholder Pension Schemes & Retirement Planning

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

Our aim as specialist Independent Financial advisers is to guide you, giving you sound advice and all the information you need to make an informed decision.

Whether employed, self-employed, a partner in a business practice or a director of a limited company, our specialist pension consultants can arrange the most appropriate pension for you.


Schemes available from Westerby Investment Management include:

  • Personal pensions
  • Stakeholder pensions
  • Self Invested Personal Pensions (SIPPs)
  • Small Self Administered Schemes (SSASs)

Being independent means offering you the right style of pension plan for your needs - without being tied to any one pension provider.

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.

Stakeholder Pension Schemes & Retirement PlanningStakeholder Pension Schemes & Retirement PlanningStakeholder Pension Schemes & Retirement Planning
 

CONTACT US

Westerby Investment Management

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

 

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