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...
News
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,...
Six Steps to a sound Financial Plan
Six steps to a sound financial plan: Establish short, medium and long term goals in life Identify and list down all of your Assets and Liabilities. Look closely at your current financial situation – are you close to achieving your goals? Put together a plan in order...
Minimum Pension Age Changes
As Independent Financial Advisers, we are constantly reviewing the shifting issues that affect your financial planning needs. One of the most significant matters that has been on the horizon for some time is the change in the minimum pension age. The government has...
Pensions and Tax – A Brief Summary
Some of the most commonly asked questions regarding pensions and tax are outlined below. 1. How does emergency tax work? Normally the first income paid from a pension will have emergency tax applied to it, as the pension provider will need to contact HMRC to get the...
Pension Advice
We offer Independent pension advice and retirement planning personalised to meet your retirement goals and circumstances...
Investments & Savings
Whether you're a regular saver, looking for capital investment or help with Trusts, we can offer independent and impartial advice...
Inheritance Tax Planning
By reviewing your financial position and implementing recommendations, you could save your estate inheritance tax.
Tax Mitigation
We can advise you of ways to minimise taxation in all areas where tax could typically be levied, including Income Tax...
Life Insurance
With so many policies available, making the right decision can feel daunting so we analyse which type of policy best suits your...
