News

Metro Bank Update: 4th December 2023

You will have seen that earlier this week, our shareholders voted through our new capital package, demonstrating their belief in the future of Metro Bank.  The capital raising completed today and we...

Westerby’s annual staff day 2022

Westerby’s annual staff day 2022

Westerby's annual staff day at the Leicester Racecourse on Monday was a great success! It was the first gathering of the whole company since October 2019, and it was wonderful to see everyone back together again. The morning started with presentations from different...

Autumn 2021 Budget Summary

The Chancellor announced lifetime allowance (LTA) limits for pensions savings will be frozen at £1,073,100 until 5 April 2025. There was no change announced for the annual allowance (AA) rules which means the standard AA remains at £40,000, the Tapered AA between...

ESG – Invest to not only grow, but to do some good

Environmental, Social and Governance (ESG) Investing is an area that has grown drastically over the last few years. With predictions of more than 50% of EU passive funds being ESG by 2025, and 2020 seeing more inflows into ESG funds than ever before, ESG is something...

Pension Advice

We offer Independent pension advice and retirement planning personalised to meet your retirement goals and circumstances...

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Investments & Savings

Whether you're a regular saver, looking for capital investment or help with Trusts, we can offer independent and impartial advice...

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Inheritance Tax Planning

By reviewing your financial position and implementing recommendations, you could save your estate  inheritance tax.

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Tax Mitigation

We can advise you of ways to minimise taxation in all areas where tax could typically be levied, including Income Tax...

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Life Insurance

With so many policies available, making the right decision can feel daunting so we analyse which type of policy best suits your...

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