Westerby Investment Management Conferences at the RAC Club London and Leicester’s Y Theatre

Westerby Investment Management  will provide an insight into Inheritance Tax Planning and Cashflow Modelling in retirement at two conferences to be held in November at The Royal Automobile Club, Pall Mall, London and Leicester’s Y Theatre. Westerby Investment Management advisers will be joined by key investment strategists from Tatton who will give an insight into…

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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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