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Westerby
Professional Independent Trustee Services
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  • Home
  • Menu
    • Westerby Services
      • Self Invested Personal Pension (SIPP)
      • Small Self-Administered Scheme (SSAS)
      • Client Illustrations
      • Online Login
    • Other
      • Westerby Team
      • News
      • Careers
      • Document Library
      • Privacy Policy
  • Contact Us

Steve Harvey

Managing Director

Steve has been an independent financial adviser since 1981 and provides specialist advice for family businesses, entrepreneurs, private clients and high net worth individuals.

Sales and marketing director of Pointon York until 1999, he helped launch one of the first SIPPS in 1990, spending six years as a committee member of the original SIPP providers group, Association of Pensioneer Trustees, (AMPS) www.ampsonline.co.uk. Steve then moved to RSM Tenon and after thirteen years, joined Westerby Group in May 2012. Steve advises Westerby’s clients across the UK and works with third party introducers in financial planning, retirement strategies, investment advice and employee benefit arrangements.

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Westerby News
  • Westerby Staff Day 2019
    October 31, 2019
  • Westerby Group present the Westerby Assam Cup at the Rutland Polo Club
    July 18, 2019
  • Fifth year for Westerby Group Assam Cup at The Rutland Polo Club
    June 20, 2019
  • Boost your business and pension by investing in property
    May 14, 2019

Professional Trustee Services & Pension Scheme Administration

Telephone: 0116 326 0183

All calls to and from our offices are recorded for regulatory purposes.

Registered Address: The Crescent, King Street, Leicester LE1 6RX. Registered in England & Wales No. 02562924 Westerby Trustee Services Limited is Authorised and Regulated by the Financial Conduct Authority Reg. No. 463533

Copyright © 2018 Westerby Trustee Services Limited.

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