Senior Financial Consultant

Colin joined Westerby Investment Management in 2013 as a fully qualified financial advisor from RSM Tenon where he worked for four years as a senior consultant. Prior to this Colin’s career in financial services included almost a decade at Adams Tingle, one of the largest IFA firms in Northamptonshire (which became Thinc), Bland Bankart and…

Financial Consultant and Head of Administration

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 Investment Management in 2009, working alongside Les…

Office Manager

Carol joined the team as Office Manager in November 2020, bringing with her 16 years’ experience as Administration Manager at a Midlands based wealth management company. Carol enjoys using her initiative leading Westerby Investment Management’s busy team of administrators and paraplanners to ensure a highly efficient experience for clients. In her spare time Carol enjoys…