Management

Group Managing Director

Management

Business Development Director

Sales

Client Team Manager

  David began his career in Financial Services in 1989 joining Westerby Investment Management Limited in 2003 processing mortgages for one of their mortgage consultants.  In 2005 David was seconded to Westerby Trustee Services Limited to manage and wind up their Final Salary schemes, returning to Westerby Investment Management Limited in 2007, dealing with Endowment…

Financial Controller

Louise graduated from Sheffield University in 2007 with a BA (Hons) in Business Studies and is ACCA qualified. In 2013 Louise joined Mattioli Woods plc where she was a Property Syndicate Accountant for the subsidiary company Custodian Capital Limited, a property investment and management business.  Louise then moved to Embark Services Limited in 2015 as…

Technical Consultant

Zachary joined the pensions industry in 1991, initially as a trainee administrator in defined benefit pensions at a Leicester-based consultancy. He switched departments in 1993 to take on the administration of a portfolio of small self-administered schemes (SSAS), extending his interest to self-invested personal pensions (SIPP) from 1996. Zachary took a break from SSAS and…

Senior Compliance Officer

Ruth joined the pensions industry in 1996, initially as a trainee consultant in defined benefit pensions and group schemes for a large Birmingham-based consultancy. Over the next few years she went on to develop her knowledge in various aspects of corporate client work with national consultancy practices. After a career break to raise her children,…

Business Development Executive

Jane left school with A Levels and completed a Bi-Lingual secretarial course. She has also gained a 2:1 at Loughborough University as a mature student. With a total of 25 years in the Financial Services industry, Jane recently joined Westerby Trustee Services, as a Business Development Executive, bringing a wealth of experience to the New…

Sales Executive

Sales

Head of Pensions Administration

After graduating from Worcester College of Higher Education in 1997, Fran joined a large Pension and Life office in Shropshire as a trainee administrator, working there for three and a half years until moving back to the Midlands and becoming a Sales Consultant for a national pension provider in Nottingham. In 2001 Fran joined a…