Westerby Group

Westerby Group

Financial-Services

Leicester, Leicester...
United Kingdom
Company Tagline

Independent Financial Advisers, Wealth Advisers and bespoke SIPP & SSAS pension provider

Industry Category
Financial-Services
Company Description

Westerby Group is a leading financial services organization with over 30 years of experience, offering comprehensive wealth advice and SIPP & SSAS trusteeship and administration. Located at 15 Andover Street, Leicester, Leicestershire LE2 0JA, GB, Westerby Group provides independent advice on investments, pensions, inheritance tax, general tax, and protection policies, including life assurance, for both individual clients and businesses.

Westerby Group emphasizes understanding client objectives and delivering comprehensive advice, rather than focusing solely on product sales. Through Westerby The Pension Specialist, the company provides trusteeship and administration services for both SSAS and SIPP pensions, standing out as one of the few independent trustees offering their own SIPP plans. Established in 1996, Westerby Group has a proven track record of delivering top-tier service.

Westerby Group is dedicated to providing exceptional financial solutions and services. For additional information, management is currently updating the company’s profile with more in-depth insights. We invite the manager of Westerby Group to create a customized and exclusive company showcase and product listing on our platform.

Westerby Group est une organisation de services financiers de premier plan avec plus de 30 ans d'expérience, offrant des conseils complets en matière de patrimoine ainsi que des services de fiducie et d'administration SIPP et SSAS. Situé au 15 Andover Street, Leicester, Leicestershire LE2 0JA, GB, Westerby Group fournit des conseils indépendants sur les investissements, les retraites, les droits de succession, la fiscalité générale et les polices de protection, y compris l'assurance-vie, pour les particuliers et les entreprises.

Westerby Group met l'accent sur la compréhension des objectifs des clients et la fourniture de conseils complets, plutôt que de se concentrer uniquement sur la vente de produits. Par l'intermédiaire de Westerby The Pension Specialist, la société fournit des services de fiducie et d'administration pour les pensions SSAS et SIPP, se distinguant comme l'un des rares fiduciaires indépendants à proposer ses propres plans SIPP. Fondé en 1996, Westerby Group a prouvé sa capacité à fournir des services de premier ordre.

Westerby Group se consacre à fournir des solutions et des services financiers exceptionnels. Pour plus d'informations, la direction met actuellement à jour le profil de l'entreprise avec des informations plus approfondies. Nous invitons le responsable de Westerby Group à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Steve H. Jinal Sachdev Ian Jarvis Anouchka Thavaratnam

Compare Companies Side by Side

Compare Westerby Group with 3 companies in Financial-Services

4 Companies
Comparison Field
Westerby Group
Westerby Group
Main Company
Forward Plan IFA Ltd
Forward Plan IFA Ltd
View Profile
Bright Wealth Management, Senior Partner Practice of St. James's Place Wealth Management
Bright Wealth Manage...
View Profile
Arkenstone Wealth Management
Arkenstone Wealth Ma...
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Founded Year
2012 2003 2014
Company Size
2-10 11-50 2-10
City
Leicester, Leicestershire Folkestone, Kent Warrington, Cheshire Wimbledon, England
Country
United Kingdom United Kingdom United Kingdom United Kingdom
Skills & Keywords Comparing with main company
15 Total Skills
Financial Services Wealth Management Pensions Investments Retirement Planning SIPP SSAS Self Invested Personal Pensions ISAS Savings Wealth Advice Key Man Insurance Inheritance Tax Planning Life Assurance Shareholder Protection
7 Total 7 Unique
Unique Skills:
Critical Illness Financial Planning Income Protection Keyperson Insurance Partnership Protection Pension Accumulation +1
6 Total 1 Common 5 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Business Protection Critical Illness Cover Financial Education Income Protection Mortgages
6 Total 1 Common 5 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Financial Advice Independent Financial Advice Insurance Investment Management Mortgages
4
Total Companies
2003
Oldest Founded
1
Countries
30
Unique Skills

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Alternative Company Names

This company is also known as

Westerby Group 韦斯特比集团 वेस्टरबी समूह مجموعة ويستربي Вестерби Групп