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…

Head of Financial Administration

Barbara spent 13 years working for Royal & Sun Alliance in administration and managing teams. She joined a Leicester firm of Independent Financial Advisers (Williams and Williams (IFA) Limited) working mainly on Group Pension business for almost nine years. Barbara has completed several professional examinations, including FPC, six parts of ACII and the Certificate in…

Technical Specialist and Head of IT

After graduating from the University of Leicester in 2003 with an Honours Degree in Physics with Astrophysics, Matthew worked for a number of years in the public sector as an administrative officer and technical expert administering State Pension and Pension Credit. He joined Westerby The Pension Specialist Limited in 2007 as a Pensions Administrator, and…

Client Team Manager

Lyn began her career in financial services in 1992 with Sun Alliance Insurance, initially as a quotations clerk and latterly as a customer relations officer.  In 1997, following redundancy, Lyn moved to Standard Life as a life and pension’s administrator and deputy team manager.  In 2004, following the closure of the Standard Life office in…

Client Team Manager

Nikki began her career in financial services in 2000 with a small firm of Independent Financial Advisers in Leicester offering a bespoke service to their investment clients.  In 2004, she moved to another firm of Independent Financial Advisers as a Life & Pensions Administrator dealing with all aspects of Wealth Management and in 2011, Nikki…

Training & Development Manager

Jenna started her career in the Financial Services in 2009, working as a Customer Service Assistant for a large Building Society. Jenna joined Westerby The Pension Specialist Limited in 2010 as a Trainee Pensions Administrator, working on the administration of SIPPs.  In 2014, she become a Senior Pensions Administrator, and later that year she took…

Financial Administration Team Manager

Emma worked for a small mortgage company in Leicester as a Case Progressor for a year after leaving college, joining Westerby The Pension Specialist in 2008 as Assistant to the Financial Controller. Emma currently assists with the Management of our Finance Team as Financial Administration Team Manager.

Financial Administration Team Manager

After graduating from Birmingham City University with a First Class Degree in Textile Design, Amber started her career in Financial Services at Westerby The Pension Specialist Ltd in 2013 as a trainee Financial Administrator. She is now Financial Administration Team Manager involved with pension payroll, tax claims, VAT returns, fees, property invoicing and assists with…

Procedures and Training Manager

Julie joined the SSAS department of a leading Leicester Pensioneer Trustee Company in 1991 after graduating with a 2:1 Honours Degree in Economics and Economic & Social History from the University of Leicester. Since then Julie has worked for a number of regional and national consultancy practices advising corporate clients on employee benefits and director…

Onboarding & Investments Team Manager

Harjit began her career in financial services in 1998 with Alliance & Leicester (now Santander). From 1999 to 2010, she worked as a Senior Mortgage Administrator for Independent Financial Advisers in Leicestershire. In 2011, Harjit joined Pointon York as Sales Support within the Business Development Team. Harjit joined Westerby The Pension Specialist in 2012 as…

Onboarding & Investments Team Manager

Jenny started her career in 2007 in Customer Services where she held several roles in different industries managing client relationships. In 2012 she entered the Financial Services Sector, specifically within the relationship management/Investment arm of HSBC where she developed and managed client relations. During this time Jenny became involved in investment risk, risk management and various…