Westerby Team

Professional Independent Financial Advice

Leslie McLintic

Leslie McLintic

Chairman

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After a successful career in Design Engineering, Les McLintic became a financial adviser in 1978, as shareholder and director of a financial services firm. When the firm was acquired by The Commercial Union in 1987, Les established Westerby the Wealth Advisers. In 1996, he established Westerby Trustees Limited, to provide specialist trusteeship and administration services.

A quarter of a century later, Les is Chairman of the well established Westerby Group, which provides high quality financial solutions for both corporate and private clients.

Steve Harvey

Steve Harvey

Group Managing Director

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Steve has been an independent financial adviser since 1981 and provides specialist advice for family businesses, entrepreneurs, private clients and high net worth individuals.

Sales and marketing director of Pointon York until 1999, he helped launch one of the first SIPPS in 1990, spending six years as a committee member of the original SIPP providers group, Association of Pensioneer Trustees, (AMPS) www.ampsonline.co.uk. Steve then moved to RSM Tenon and after thirteen years, joined Westerby Group in May 2012. Steve advises Westerby’s clients across the UK and works with third party introducers in financial planning, retirement strategies, investment advice and employee benefit arrangements.

Ruth Maloney

Ruth Maloney

Senior Compliance Officer

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Ruth joined the pensions industry in 1996, initially as a trainee consultant in defined benefit pensions and group schemes for a large Birmingham-based consultancy. Over the next few years she went on to develop her knowledge in various aspects of corporate client work with national consultancy practices. After a career break to raise her children, she rejoined the industry initially as a SIPP administrator moving on to the independent financial services sector at a senior capacity. Ruth then moved to specialise in compliance, managing the department and developing the systems and controls for a medium-sized financial services company.

Ruth joined Westerby Group in 2021 as Senior Compliance Officer overseeing all compliance across the group.

Louise Jarram

Louise Jarram

Financial Controller

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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 a Trustee Accountant gaining a widespread level of experience within a pension provider.

She joined the Westerby Group in 2017 as Financial Controller overseeing all of the financial transactions of the group.

Debbie Hinks

Debbie Hinks

Senior Financial Consultant

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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 the Wealth Advisers in 2009, working alongside Les McLintic. With FPC and G10 qualifications. Debbie has completed a Diploma in Financial Planning, making her a fully qualified financial consultant.
Glenn Stredder

Glenn Stredder

Senior Financial Consultant

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After beginning his career advising corporate and high net worth clients at TSB Bank, then at Barclays Bank, Glenn qualified as an Independent Financial Adviser in 2002. Following seven years advising medical professionals at Medical Insurance Agency, he spent a decade at a Midlands based wealth management company before joining Westerby the Wealth Advisers in November 2020. Glenn relishes his role helping clients meet their financial goals by understanding the situation they are presently in and the outcome they eventually wish to achieve.

In his spare time, Glenn enjoys golf, family time and giving back his five grandchildren after sleepovers!

Mike Callaghan

Mike Callaghan

Senior Financial Consultant

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Mike joined Westerby the Wealth Advisers in January 2021, with over eighteen years’ experience under his belt as a Senior Financial Consultant at a Midlands based wealth management company. Although something of a ‘general practitioner’, Mike offers particular expertise when it comes to helping clients plan their retirements, including pension strategies, inheritance tax planning and investment management.

Mike is a keen tennis player and long-standing member of the Leicestershire Tennis Club.

Sean Harriman

Sean Harriman

Chartered Financial Consultant ALFBF

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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, Sean moved over to Westerby Investment Management Limited. He achieved Consultant status after completing his Diploma in Financial Planning and has now achieved Chartered status. Sean is a senior member of our adviser team, providing our private and corporate clients with full financial planning advice, including investment and pension planning, individual and corporate protection and wealth management.
Rekha Jethwa

Rekha Jethwa

Financial Consultant

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Rekha began her career in the insurance industry working for a large insurer where she progressed to a Deputy Team Leader role. She took a career change in 2017 and joined the Pensions Industry.

Having worked with other SIPP and SSAS providers, Rekha became part of the Westerby Group in 2017 where she worked for a year as a Pensions Administrator at Westerby Trustee Services before moving to Westerby Investment Services as a Paraplanner. In 2020, Rekha achieved a Diploma in Financial Advice and has now progressed to a Financial Consultant role.

Leon Gerety

Leon Gerety

Senior Para-planner

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Leon joined Westerby the Wealth Advisers in October 2018. As well as 18 years as Financial Consultant, he has worked various capacities in the industry since 1994 including as a Company Director, Compliance Officer and paraplanner.

Leon has a an honours degree in Business & Financial Economics from Staffordshire University and a Diploma in Financial Advice.

Outside of work Leon enjoys golf, hiking and the countryside.

Matthew Forman

Matthew Forman

Para-planner

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After graduating from the University of Leicester in 2003 with an Honours Degree in Physics with Astrophysics, Matthew worked for a number of years in the public sector as an administrative officer and technical expert administering State Pension and Pension Credit.

Matthew joined Westerby Trustee Services Limited in 2007 as a Pensions Administrator, later overseeing the SIPP and SSAS administration systems and assisting with technical queries regarding pension legislation and procedures. In late 2018 he transferred to Westerby the Wealth Advisers, to pursue a new role as a paraplanner.

Jennifer Bromley

Jennifer Bromley

Compliance Officer

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Jenny started her career in 2007 in Customer Services where she held several roles in different industries managing client relationships. In 2012 she entered the Financial Services Sector, specifically within the relationship management/Investment arm of HSBC where she developed and managed client relations. During this time Jenny became involved in investment risk, risk management and various other projects.

In 2017, Jenny joined Westerby The Pension Specialist as a Senior Business Liaison, and then Onboarding & Investments Team Manager as the first point of contact regarding new and existing investment due diligence, and the ongoing management of ‘At Risk’ investments.

As of January 2023 Jenny acts as Compliance Officer, overseeing compliance across the group alongside the Senior Compliance Officer.

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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