Category Archives: Westerby News

Westerby Group and Michael Vaughan OBE amongst speakers at Edgbaston Business Expo

Join us at the Midlands Business Network Expo Edgbaston on Friday 8th March where Westerby Group will deliver a seminar showcasing the opportunity for businesses to use pension funds to purchase commercial property to trade from. As well as networking opportunities the expo includes a full programme of seminars with speakers including cricket legend Michael…

A Specialist Pension for All Outcomes

Whatever your view of the direction of travel of “UK plc”, Brexit and the financial markets, a fully flexible SIPP or SSAS allows you and your adviser to position your pension funds accordingly. From defensive investments such as cash deposits and gold bullion through to full exposure to global markets and even investments in unlisted…

Westerby Group exhibiting at the Midlands Business Network Expo 2019

The Westerby Group will be attending events at the Midlands Business Network Expo 2019. The Leicester-based financial services group has booked exhibition space and speaking slots at three iconic sporting venues where the Midlands Business Network Expo will be hosting B2B networking events. On Friday 1 February the Westerby team will host an exhibition stand…

‘Westerby Wizards’ Howes Percival Masterbrain Quiz Champions 2018

On Tuesday 4 December, Howes Percival hosted its annual Christmas Charity Quiz in Leicester. Held at The Parcel Yard on London Road, 16 teams of players from a variety of Leicestershire businesses all competed and the ‘Westerby Wizards’ from Westerby Group were crowned as winners. The combined brain power of the Westerby team, made up…

Should all SME’s use a SIPP or SSAS to purchase Business Premises?

SME’s can find out why thousands of business owners have taken advantage of the opportunity to use their pension funds to buy commercial property, at a seminar to be held at the Midlands Business Network Expo, at Hinckley Island Hotel, Hinckley, on Friday 2 November. Senior Financial Consultant David Santaney from Westerby Investment Management will…

LOROS smash fundraising target at Sir David Samworth Garden Party

LOROS Hospice smashed a fundraising target of £10,00 by raising over £12,000 at a summer garden party sponsored by Leicester-based Westerby Group.  The Garden Party, held in the beautiful grounds of Markham House, home to Sir David and Lady Samworth, was hosted by BBC East Midlands Today presenter and LOROS patron Anne Davies. Laura Betts,…

Demand for Specialist Pensions & Independent Advice Fuels Westerby Group Expansion

Leicester-based Westerby Group has extended its office base at The Crescent on King Street in the heart of the City Centre. The Group has seen a 50 per cent increase in staff over the last five years with turnover and pre-tax profit more than doubling. Assets under advice or trusteeship and administration have increased to…

Westerby The Pension Specialist represents the work and pensions sector in The Parliamentary Review

  Leicester-based Westerby The Pension Specialist are featured in the Works and Pensions Sector of the 2018 Parliamentary Review. Sent to over 500,000 industry officials and policymakers, The Parliamentary Review is a series of independent publications designed to highlight the achievements and challenges of those working across a variety of sectors. Including content from directors…

Westerby Group present the Westerby Assam Cup to the winners of this thrilling Rutland Polo Club tournament

  Leicester-based Westerby Group Managing Director Steve Harvey presented the Westerby Assam Cup to this year’s winning team at the Rutland Polo Club on Sunday 1 July. The Westerby Assam Cup is part of the national Victor Ludorum competition, which is played at different handicap levels. There were 8 teams from across the country who…

New Privacy Policy

Following the introduction of the General Data Protection Regulation (GDPR) we have updated our Privacy Policy. The new Privacy Policy can be downloaded from the link below.