Westerby Investment Management appoints David Santaney as Senior Financial Consultant

June 25, 2018

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, accountants and high net worth individuals.

David said: “I am very pleased to join such a professional and well-established firm as Westerby Investment Management at this an exciting stage of their development. I am looking forward to working with existing clients and developing new business opportunities both directly with clients and through the professional networks.”

Having started his career as a trainee accountant with Thomson Mclintock (now KPMG), David moved into Financial Services as an SSAS administrator with Pentech Limited. From there he spent four years as a consultant at Pointon York before moving to PriceWaterhouseCoopers (PWC) for two years as a manager in their HR Consulting Division.

For the next 10 years, David was a main Board Director at Berkeley Burke where he looked after and advised the firm’s key clients, as well as developing professional connections. David left to set up his own consultancy business, providing Corporate Consulting Services to Financial Services and Pension Administration Businesses.
In 2017 he was approached by the National IFA Firm LEBC where he led the expansion of the specialist Pension on Divorce Expert Witness service to Family Lawyers and Mediators.

Stephen Harvey, Managing Director of The Westerby Group, said: “We welcome David to our team of financial consultants. He has extensive experience in all types of pension arrangements from SSAS’S and Occupational Benefits both in the public and private sector. His appointment will be a huge asset at a time when our business is attracting record levels of new business.”

 

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