Established over 30 years ago the Westerby Group is an independent financial services business providing core services of wealth advice and SIPP & SSAS trusteeship and administration.
Westerby The Wealth Advisers offer independent advice on investments, pensions, inheritance tax, general tax and protection policies, such as life assurance, for both individual clients and businesses. We are not tied to any one agency or restricted by the number of products or options that we provide. Our emphasis is on understanding your objectives and giving you comprehensive advice, rather than selling you a product.
For Wealth Advice call 0116 247 0304, visit www.westerby-investment.co.uk or our Linkedin page Westerby The Wealth Advisers.
Westerby The Pension Specialist provides trusteeship and administration services for both SSAS and SIPP pensions and is one of only a small number of independent trustees who offer their own SIPP plans. Established in 1996, we have over 20 years of experience providing the best service for our clients. Our SIPP is one of the most flexible on the market, offering the widest possible range of investment, retirement and death benefit options.
For SIPP & SSAS call 0116 326 0183, visit www.sipp-ssas-pensions.co.uk or our Linkedin page Westerby The Pension Specialist
Westerby The Wealth Advisers is a trading style of Westerby Investment Management Limited (02086953) registered at 15 Andover Street Leicester, LE2 0JA. Authorised and regulated by the Financial Conduct Authority Reg No. 125286
Westerby and Westerby the Pension Specialist are trading styles of Westerby (Holdings) Limited (02381856) and its subsidiaries comprising Westerby Pension Administration Limited (11210140), WPA Trustees Limited (11251055), and Westerby Trustee Services Limited (02562924), all registered at The Crescent, King Street, Leicester, LE1 6RX. Westerby Trustee Services Limited is Authorised and Regulated by the Financial Conduct Authority Reg. No. 463533
Company Details
- Employees
- 22
- Founded
- -
- Address
- 15 Andover Street, Leicester,leicestershire Le2 0ja,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- westerby.co.uk
- Keywords
- Pensions, SIPP, SSAS, Investments, Retirement Planning, ISAS, Wealth Advice, Life Assurance, Inheritance Tax Planning, Savings, Key Man Insurance, Shareholder Protection, Self Invested Personal Pensions.
- HQ
- Leicester, Leicestershire
Westerby Group Questions
Westerby Group's website is westerby.co.uk
Westerby Group's LinkedIn profile is https://uk.linkedin.com/company/westerby-group
Westerby Group has
22 employees.
View email and phone details for 22
employees at Westerby Group.
Westerby Group's industry is
Financial Services
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Westerby Group's categories are Financial Services
Westerby Group's founding year is 1987
