Skip to content
0116 2470 304info@westerby.co.uk
Linkedin
Westerby Investment Management
Westerby Investment Management
Independent Financial Advisors
  • About Us
  • Menu
    • Financial Services
      • Investments & Savings
      • Pensions
      • Inheritance Tax
      • Tax Mitigation
      • Life Insurance
    • Other
      • Westerby Team
      • News
      • Careers
      • Privacy Policy
  • Contact Us
 
  • About Us
  • Menu
    • Financial Services
      • Investments & Savings
      • Pensions
      • Inheritance Tax
      • Tax Mitigation
      • Life Insurance
    • Other
      • Westerby Team
      • News
      • Careers
      • Privacy Policy
  • Contact Us
  • Welcome to
    Westerby Investment Management
    Independent Financial Advice

Westerby Investment Management

Independent Financial Advisers

Westerby Investment Management is a firm of Independent Financial Advisers authorised and regulated by the Financial Conduct Authority.

Established in 1987 and based in Leicester city centre, Westerby offers specialist financial, taxation and independent investment advice for both individual clients and businesses, in the UK and internationally.

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 personal taxation situation, your health, lifestyle, ambitions & aspirations, your approach to investment risk and your existing financial arrangements. And we’ll gladly provide financial advice to help your close family or your business partners too.

Westerby Investment Management is independent, not tied to any one agency or restricted by the number of products or options that we provide. Our emphasis is on giving you comprehensive advice, rather than selling you a product.

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)

If you manage your own business, or have people playing key roles in your company, your team of talented managers, partners or directors is your greatest asset. Their drive, skills and ideas can mean the difference between business survival and real growth. But what if the unexpected happened? Could your business cope without one of your company’s key people – your managing director for instance, or your business partner?

Anticipating a potential future crisis is crucial to good company management and control. Westerby Investment Management offers financial advice in relation to key person life assurance, share cross option agreements, directors and staff retirement benefit schemes (group pension schemes), corporation tax planning and more. 

Westerby News
  • Westerby Group exhibiting at the Midlands Business Network Expo 2019
    January 14, 2019
  • ‘Westerby Wizards’ Howes Percival Masterbrain Quiz Champions 2018
    December 6, 2018
  • Westerby Investment Management advise divorcing parents to seek independent financial advice during Good Divorce Week
    November 28, 2018
  • Autumn seminar success for Westerby Investment Management
    November 14, 2018

Professional Independent Financial Advice

Telephone: 0116 2470 304

All calls to and from our offices are recorded for regulatory purposes.

Registered Address: 15 Andover Street, Leicester LE2 0JA. Registered in England & Wales No. 2086953
Westerby Investment Management Limited is Authorised and Regulated by the Financial Conduct Authority Reg. No. 125286

Copyright © 2018 Westerby Investment Management Limited.

westerby group crest - coat of arms