Management

Group Managing Director

Management

Senior Compliance Officer

  Ruth joined the pensions industry in 1996, initially as a trainee consultant in defined benefit pensions and group schemes for a large Birmingham-based consultancy. Over the next few years she went on to develop her knowledge in various aspects of corporate client work with national consultancy practices. After a career break to raise her…

Financial Controller

Louise graduated from Sheffield University in 2007 with a BA (Hons) in Business Studies and is ACCA qualified. In 2013 Louise joined Mattioli Woods plc where she was a Property Syndicate Accountant for the subsidiary company Custodian Capital Limited, a property investment and management business.  Louise then moved to Embark Services Limited in 2015 as…

Paraplanner

After graduating from the University of Leicester in 2003 with an Honours Degree in Physics with Astrophysics, Matthew worked for a number of years in the public sector as an administrative officer and technical expert administering State Pension and Pension Credit. Matthew joined Westerby Trustee Services Limited in 2007 as a Pensions Administrator, later overseeing…

Paraplanner

Rekha began her career in the insurance industry working for a large insurer where she progressed to a Deputy Team Leader role. She took a career change in 2007 and joined the Pensions Industry. Having worked with other SIPP and SSAS providers, Rekha became part of the Westerby Group in 2017 where she worked for…

Senior Financial Consultant

Colin joined Westerby Investment Management in 2013 as a fully qualified financial advisor from RSM Tenon where he worked for four years as a senior consultant. Prior to this Colin’s career in financial services included almost a decade at Adams Tingle, one of the largest IFA firms in Northamptonshire (which became Thinc), Bland Bankart and…

Senior Financial Consultant

Sean graduated from the University of Leicester with a Master’s degree in the Summer of 2010, joining Westerby Trustee Services Limited in the autumn of the same year. After developing a good understanding of the SIPP/SSAS industry, and pension planning as a whole through Westerby Trustee Services Limited, Sean moved over to Westerby Investment Management…

Senior Financial Consultant

Giles started his career in financial services in 1997 working for a large insurance company based in London. In his role, Giles advises clients on all areas of investment and pensions. He holds a Diploma in Financial Advice (DipFA) and is currently working towards achieving chartered status. Away from work, Giles lives with his partner…

Senior Financial Consultant

After beginning his career advising corporate and high net worth clients at TSB Bank, then at Barclays Bank, Glenn qualified as an Independent Financial Adviser in 2002. Following seven years advising medical professionals at Medical Insurance Agency, he spent a decade at a Midlands based wealth management company before joining Westerby Investment Management in November…

Senior Financial Consultant

Mike joined Westerby Investment Management in January 2021, with over eighteen years’ experience under his belt as a Senior Financial Consultant at a Midlands based wealth management company. Although something of a ‘general practitioner’, Mike offers particular expertise when it comes to helping clients plan their retirements, including pension strategies, inheritance tax planning and investment…

Financial Consultant and Head of Administration

After leaving school, Debbie joined a large building society, working in the mortgage department. Moving to a large Life and Pensions office in Leicester Debbie worked her way up to assistant office manager. After 12 years, she moved to the IFA side of the industry. Debbie joined Westerby Investment Management in 2009, working alongside Les…

Office Manager

Carol joined the team as Office Manager in November 2020, bringing with her 16 years’ experience as Administration Manager at a Midlands based wealth management company. Carol enjoys using her initiative leading Westerby Investment Management’s busy team of administrators and paraplanners to ensure a highly efficient experience for clients. In her spare time Carol enjoys…

Administrator

  Amy joined the team as an administrator in April 2021.  She has worked in the financial services industry since 1993, and brings with her a wealth of experience within the wealth management arena.  During this time she has gained both CII level 3 Certificate in Financial Services and CII level 4 Certificate in Advanced…