Westerby Investment Management Conferences Leicester’s Y Theatre

Westerby Investment Management will provide an insight into Intergenerational wealth planning Leicester’s Y Theatre on Wednesday (22nd May). Westerby Investment Management advisers will be joined by key investment strategists from Tatton who will give an insight into investment markets over the last 6 months with an outlook to October 2019. Westerby Investment Management Managing Director…

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Westerby Staff Day 2019

  The Westerby Team gathered at the Curve in Leicester for our annual staff day yesterday. A huge thanks to Alex and everyone at the Curve for hosting a fantastic day, culminating in a wonderful production of Priscilla. We were very fortunate to welcome “Adventure Man” Jamie McDonald as our guest for the day; only…

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Westerby’s Covid 19 – Business Continuity Plan

Plans to ensure that Westerby can continue to deliver a normal or near-normal service during a period of prolonged “lockdown” as a result of the Covid 19 virus, and to safeguard our employees and their families, are now fully in place and operational. This involves a significant number of staff working from home however, unless…

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What is a pension pot?

‘Pension pot’ refers to the savings you build up in a certain type of pension known as a ‘defined contribution’ pension scheme. You and your employer (if you are employed) pay into the scheme and this builds up a ‘pot’ of money over time, which you can use to give yourself an income when you…

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