Advice

We have a team of highly qualified advisers who will work with you, your family, your business and any existing professional advisers you may have (e.g. Solicitors, Accountants etc.) to review your individual circumstances. We carefully consider your personal taxation position, your health, lifestyle, ambitions and aspirations, your approach to financial risk and your existing financial arrangements to provide a step by step strategy to help you achieve your realistic financial ambitions within agreed timeframes.

We are fiercely proud of our independent status, meaning we advise on products and services from the whole of the market, thus providing you with totally unbiased and unrestricted advice and recommendations based on a comprehensive and fair analysis of the market.

Areas of Financial Planning Westerby can advise Individuals on;

Protection

  • Life assurance, Critical Illness cover, Income Protection and Private Medical Insurance

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Investment

  • Private portfolio management and offshore investment advice
  • Lump-sum and regular saving investments
  • Trusts
  • Tax mitigation

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Pension Benefits and Retirement Planning

  • Review of existing plans
  • Ongoing pension contributions and tax relief planning
  • Making the most of the Pension Freedom retirement rules

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A spectacular evening at the annual Westerby Company ball

The highly anticipated annual Westerby Company Ball took place on the 19th of January 2024, bringing together 120 attendees for an unforgettable night of celebration and recognition. The event showcased the remarkable achievements and dedication of the Westerby staff,...

Westerby sponsor Soar Valley Allsorts Netball Club

We are delighted to announce our sponsorship of Soar Valley Allsorts Netball Club. Formed in 2011, Soar Valley Allsorts Netball Club is a small, local netball team which grew out of the Back to Netball initiative. This scheme was formed in 2009 to encourage women who...

Westerby sponsors Leicestershire & Rutland CFA County Cup tournaments

Leicestershire & Rutland County FA has kicked off its 2023/24 County Cup programme with the support of Westerby, who are sponsoring of the ladies’ and men’s over-18s tournament finals this season. Leicestershire & Rutland CFA lead and empower grassroots...

Westerby Group sponsors LOROS garden party

The Westerby Group were delighted to sponsor a summer garden party in support of LOROS. The event took place within the beautiful grounds of Markham House in Thorpe Satchville near Melton Mowbray, on Sunday June 11th, by kind permission of Lady Samworth. One hundred...