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…
DetailsSME’s can find out why thousands of business owners have taken advantage of the opportunity to use their pension funds to buy commercial property, at a seminar to be held at the Midlands Business Network Expo, at Hinckley Island Hotel, Hinckley, on Friday 2 November. Senior Financial Consultant David Santaney from Westerby Investment Management will…
DetailsWesterby 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…
DetailsLOROS Hospice smashed a fundraising target of £10,00 by raising over £12,000 at a summer garden party sponsored by Leicester-based Westerby Group. The Garden Party, held in the beautiful grounds of Markham House, home to Sir David and Lady Samworth, was hosted by BBC East Midlands Today presenter and LOROS patron Anne Davies. Laura Betts,…
DetailsLeicester-based Westerby Group has extended its office base at The Crescent on King Street in the heart of the City Centre. The Group has seen a 50 per cent increase in staff over the last five years with turnover and pre-tax profit more than doubling. Assets under advice or trusteeship and administration have increased to…
DetailsCouples who choose to cohabit should seek independent financial advice, according to Leicester-based Westerby Group, as the most popular day to marry falls this weekend (Saturday 18). Saturday 18 August 2018 has been reported as the most common day to wed in the UK. However, since the early 1970s, the number of people getting married…
DetailsLeicester-based Westerby Group Managing Director Steve Harvey presented the Westerby Assam Cup to this year’s winning team at the Rutland Polo Club on Sunday 1 July. The Westerby Assam Cup is part of the national Victor Ludorum competition, which is played at different handicap levels. There were 8 teams from across the country who keenly…
DetailsThe Westerby Group Assam Cup tournament will be kicking off at the Rutland Polo Club from Tuesday 26 June with the final on Sunday 1 July that includes a charity lunch and an invitation to take part in ‘Picnic at the Polo’. This is the fifth tournament the Leicester-based Westerby Group has sponsored with this…
DetailsWesterby 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,…
DetailsWesterby 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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