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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Westerby Investment Management advise divorcing parents to seek independent financial advice during Good Divorce Week

Westerby Investment Management are advising parents to seek independent financial advice if they plan to separate to help reduce any negative impact on their children, as part of Good Divorce Week (26-30 November 2018). Westerby’s advice comes as a new YouGov poll commission by the Resolution Foundation shows that 79% of the population agreed conflict…

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