Westerby Investment Management

Westerby Investment Management is a firm of Independent Financial Advisers providing financial, taxation, and independent investment advice for individual clients and businesses. Established in 1987 and based in Leicester, they offer financial solutions to meet the needs of their clients.
  • Tax mitigation
  • Life insurance
  • Business advice
  • Cashflow modelling
  • Investments and savings
  • Inheritance tax planning
  • Independent financial advice
  • Pensions & retirement planning

Size
Small
Phone
N/A
Email
N/A
Locations
15 Andover St, LE2 0JA
01162470304
9:00 - 17:00
Digital Popularity
Social Media
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Company Details
Westerby Investment Management is operated by Westerby Investment Management Limited and is a Active company incorporated on 5 January 1987 with the registered office located in Leicester, Leicestershire. Westerby Investment Management Limited was registered 38 years ago.

Status
Active
Size
Small
Directors
4
Age
38 years old
Employees
19
Turnover
Unreported
Total Assets
£1.44M
Cash in Bank
£242.93K
Total Liabilities
-£334.28K

Director • Financial Advisor • British • Lives in England • Born in Apr 1961
Director • Secretary • Managing Directors • British • Lives in England • Born in Aug 1947
Director • Non-Executive Director • British • Lives in England • Born in Jul 1949
Westerby (Holdings) Limited
PSC
Teams
All
10
Finance
8
Administration
2
Other
2
Associate Financial Consultant • Joined May 2023
Administrator/Paraplanner • Joined Apr 2022
IFA Administrator
Junior Paraplanner/Administrator
Financial Consultant • Joined Jul 2024
Chartered Financial Consultant • Joined Jun 2023
Financial Services Consultant • Joined May 2022
Senior Financial Consultant • Joined Jun 2018
Independent Financial Advisor • Joined Nov 2020
Financial Controller • Joined Nov 2017
Associate Financial Consultant • Joined May 2023
IFA Administrator
Financial Consultant • Joined Jul 2024
Chartered Financial Consultant • Joined Jun 2023
Financial Services Consultant • Joined May 2022
Senior Financial Consultant • Joined Jun 2018
Independent Financial Advisor • Joined Nov 2020
Financial Controller • Joined Nov 2017
Administrator/Paraplanner • Joined Apr 2022
IFA Administrator
Junior Paraplanner/Administrator
Senior Financial Consulrant • Joined Jun 2018