Leslie McLintic

Chairman & Group Managing Director

Management

Steve Harvey

Managing Director

Management

Geoff Pitts

Director

Sales

Victoria Leer

Head of Operations and Compliance

Victoria joined Westerby Group as Operations & Compliance Manager in 2014 bringing over 25 years’ valuable experience in the financial services industry, gained at Grant Thornton, Clarkson Wayman Ball, HSP Financial Planning and Pole Arnold.  Victoria provides support across the group at a senior level, working closely with directors in both Westerby Trustees Services and…

Louise Jarram

Financial Controller

Louise graduated from Sheffield University in 2007 with a BA (Hons) in Business Studies and is ACCA qualified. In 2013 Louise joined Mattioli Woods plc where she was a Property Syndicate Accountant for the subsidiary company Custodian Capital Limited, a property investment and management business.  Louise then moved to Embark Services Limited in 2015 as…

Colin Hopewell

Senior Financial Consultant

Colin joined Westerby Investment Management in 2013 as a fully qualified financial advisor from RSM Tenon where he worked for four years as a senior consultant. Prior to this Colin’s career in financial services included almost a decade at Adams Tingle, one of the largest IFA firms in Northamptonshire (which became Thinc), Bland Bankart and…

Danusia Ephraim

Senior Financial Consultant

Danusia Graduated from Nottingham University with a first class Bachelor of Science degree in 2005 and immediately joined The Derbyshire Building Society on its highly competitive Graduate Management Programme. During her 5 years at The Derbyshire Building Society, Danusia she gained her CeMAP and Certificate of Financial Planning qualifications which allowed her to provide holistic…

Sean Harriman

Financial Consultant

Sean graduated from the University of Leicester with a Master’s degree in the Summer of 2010, joining Westerby Trustee Services Limited in the autumn of the same year. After developing a good understanding of the SIPP/SSAS industry, and pension planning as a whole through Westerby Trustee Services Limited, Sean moved over to Westerby Investment Management…

Paul Smyth

Head of Paraplanning

Paul graduated from the University of Sheffield in 1996, and in 1997 started in financial services with a Leicester and Nottingham-based IFA, before joining Westerby Investment Management in 2000. Paul previously headed up the Westerby Administration Team and is now Manager of the Para-planning Team.  In addition to this he works closely with advisory colleagues,…

Debbie Hinks

Head of Administration

After leaving school, Debbie joined a large building society, working in the mortgage department. Moving to a large Life and Pensions office in Leicester Debbie worked her way up to assistant office manager. After 12 years, she moved to the IFA side of the industry. Debbie joined Westerby Investment Management in 2009, working alongside Les…

Kaushika Chauhan

Senior Paraplanner

Graduating in 2001 from London Guildhall University and Copenhagen Business School with a degree in Business Law, Kaushika joined Lloyds Banking Group in London and began her career in financial services, initially part of a strategic ventures project that set up a brokerage service for international, buy to let and self build mortgages for the bank’s…