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 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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Post-Budget seminars look at Inheritance Tax Planning and Cashflow Modelling at London’s RAC Club and Leicester’s Y Theatre

Westerby Investment Management will be hosting their autumn seminars at The RAC Club in London and Leicester’s Y Theatre next month. The Westerby team will provide an insight into Inheritance Tax Planning and Cashflow Modelling in retirement. They will be joined by key investment strategists from Tatton who will give an insight into investment markets…

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Autumn seminar success for Westerby Investment Management

Westerby Investment Management were delighted to welcome new and existing clients to their autumn seminars held at Leicester’s Y Theatre and the prestigious RAC Club in London. The successful events follow on from last year’s seminars held at Goldman Sachs and the Institute of Directors (IOD) on London’s Pall Mall. Senior Financial Consultants Colin Hopewell and…

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