Cashflow Modelling and Financial Planning

What is Cashflow Modelling? Cashflow modelling is used by your Westerby Consultant to forecast your future finances. It shows you in real time how much money you could have in the future and whether you are on target to achieve your goals. This can be invaluable when considering questions such as ‘do I have enough…

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Can I buy a Property in a Pension scheme?

It is very common for a pension scheme such as a SIPP (Self Invested Personal Pension) or a SSAS (Small Self-Administered Scheme) to hold commercial property as part of the overall pension portfolio for both diversity and potential tax benefits. Types of Property In general only property or land that is wholly used for commercial…

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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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5 Steps of Retirement Planning

    Some of the key areas to consider when planning for your retirement: 1. It is retirement planning, and not pension planning Under regimes of old, people were either lucky enough to be in their employer’s Defined Benefit/Final Salary pension scheme, giving them a guaranteed income for life, or they would use an invested…

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