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

Westerby Group

Ian Jarvis

This department focuses on identifying growth opportunities and establishing partnerships to drive the company's revenue.

Business Development

This department is responsible for driving revenue through direct engagement with clients and managing customer relationships.

Westerby Group

Org chart

Teams

Business Development

Sales Department

Offices

Westerby Group

Org chart

Teams

Business Development

Sales Department

Offices

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