About us

Independent Financial Advisers

Westerby the Wealth Advisers 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 the Wealth Advisers 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.

Pension Advice

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

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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...

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Inheritance Tax

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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A spectacular evening at the annual Westerby Company ball

The highly anticipated annual Westerby Company Ball took place on the 19th of January 2024, bringing together 120 attendees for an unforgettable night of celebration and recognition. The event showcased the remarkable achievements and dedication of the Westerby staff,...

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...