We are delighted to announce our acquisition of SIPP company, CPPL. The completion of this acquisition means Westerby Trustee Services will experience a significant increase to our assets under management.
Commenting as the acquisition was announced, Westerby Group Managing Director Steve Harvey said, “We are delighted to announce our acquisition of CPPL. CPPL has great synergy with Westerby as CPPL provides a high level of service to its customers in the specialist area of Self Invested Personal Pensions and Small Self Administered Schemes. So, we are very much looking forward to this exciting new chapter as CPPL becomes part of the Westerby brand.”
Westerby Group Chairman Les McLintic added, “As a company, Westerby has been growing organically for over 30 years. This acquisition will not only enhance our growth strategy, but it will also contribute to our long-term future strength in the industry.”
A smooth transition
The retention of CPPL’s Weymouth office and staff will provide a continuity of service whilst the two businesses are integrated. Here at Westerby, we would like to extend a warm welcome to all of the CPPL clients and professional connections and offer reassurance that their schemes will continue to be administered through the company’s well respected professional services.
Specialist providers of trusteeship and administration services
Established in 1996, Westerby Trustee Services Limited offers a full range of services permitted by HMRC, including commercial property, gold bullion and unlisted shares. We are one of only a small number of independent trustees to offer our own Small Self Administered Schemes (SSAS) and Self Invested Personal Pensions (SIPP) plans. The Westerby Group’s total assets under trusteeship, administration and advice is now over £1.5 billion with circa 5,000 clients.
To find out more about the specialist services we provide, please fill in our contact form or call 0116 326 0183.