Westerby Investment Management appoints David Santaney as Senior Financial Consultant

Westerby Investment Management Limited has appointed David Santaney as a Senior Financial Consultant following an advisor’s retirement. David brings a wealth of financial experience from working in global accountancy firms to running his own consultancy business. His expertise includes pension, family, personal and investment planning advice for entrepreneurial clients, private family business, corporate clients, solicitors,…

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Spring Investment Conference

Westerby Investment Management’s bi-annual seminars continue to attract support, with around 100 clients and professional contacts receiving an insight into investment markets over the last 6 months and topical financial planning opportunities. Colin Hopewell of Westerby Investment Management gave his top 10 financial planning tax tips at Leicester’s iconic Y Theatre and the IOD in…

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