Westerby Wealth Advisers

Independent Financial Advice

Integrity, Independence & Service

If you are seeking independent financial advice, you want qualified, professional and impartial expertise that looks at your individual and specific circumstances and needs.

We carefully consider your:

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Personal taxation situation

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Ambitions & aspirations

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Health

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Approach to investment risk

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Existing financial arrangements

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Lifestyle

Services 

Pension Advice

We offer Independent pension advice and retirement planning personalised to meet your retirement goals and circumstances...

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Investments & Savings

Whether you're a regular saver, looking for capital investment or help with Trusts, we can offer independent and impartial advice...

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Inheritance Tax Planning

By reviewing your financial position and implementing recommendations, you could save your estate  inheritance tax. 

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Tax Mitigation

We can advise you of ways to minimise taxation in all areas where tax could typically be levied, including Income Tax...

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Life Insurance

With so many policies available, making the right decision can feel daunting so we analyse which type of policy best suits your...

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Westerby for Business Advice

Westerby Investment Management offers professional financial advice about an extensive range of products for businesses including

  • Group Personal Pensions
  • Workplace Pension Schemes
  • Small Self Administered Schemes (SSAS)
  • Self Invested Personal Pensions (SIPP)
  • Group Life cover, Permanent Health Insurance (PHI)
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Would you benefit from
a financial health check?

Just like your physical wellbeing, your financial health needs maintenance to ensure it serves you well in the long term. With our complimentary financial health check, you will receive tailored advice specifically targeted to meet your needs, plus ideas and helpful tips to help you improve your financial situation right now and in the future.

Click the link below to learn more and claim your free financial health check.

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News

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Westerby sponsor Soar Valley Allsorts Netball Club

We are delighted to announce our sponsorship of Soar Valley Allsorts Netball Club. Formed in 2011, Soar Valley Allsorts Netball Club is a small, local netball team which grew out of the Back to Netball initiative. This scheme was formed in 2009 to encourage women who...

Westerby sponsors Leicestershire & Rutland CFA County Cup tournaments

Leicestershire & Rutland County FA has kicked off its 2023/24 County Cup programme with the support of Westerby, who are sponsoring of the ladies’ and men’s over-18s tournament finals this season. Leicestershire & Rutland CFA lead and empower grassroots...

Westerby Group sponsors LOROS garden party

The Westerby Group were delighted to sponsor a summer garden party in support of LOROS. The event took place within the beautiful grounds of Markham House in Thorpe Satchville near Melton Mowbray, on Sunday June 11th, by kind permission of Lady Samworth. One hundred...

Spring Finance Bill 2023 – the provisions for pensions

As announced in the Spring Budget, the Spring Finance Bill 2023 will include the following provisions in relation to pensions: • The annual allowance (AA) for tax-relievable pension contributions will increase from £40,000 to £60,000 from 6 April 2023. • The money...