The Westerby Group has acquired Redswan Ltd, a Manchester-based specialist pension provider and Independent Financial Adviser. The asset purchase brings Redswan's IFA business and trustee companies...
News
Westerby Group announces Employee Ownership Trust
On Wednesday, 26th March, Westerby’s founder and chairman, Les McLintic, announced to staff that the company is now an Employee Ownership Trust (EOT). This transfer of ownership of the group makes Westerby employees potential beneficiaries of future profits. This...
Westerby Sponsor Leicestershire County Cup Referees
As a long-term County Cup supporter, Westerby is delighted to announce our sponsorship of the Leicestershire referees in this season’s Leicestershire & Rutland County Cup tournament. This new sponsorship was announced at the Leicester & Rutland FA Referee...
Westerby Private Pension awarded a Defaqto 5 star rating for the 8th year.
We are delighted to announce that our full SIPP product, has been awarded a Defaqto 5 Star Rating for 2024. We have proudly achieved this prestigious rating 8 years in a row since first entering for the first time in 2016. Defaqto Star Ratings independently rate...
Westerby Group triumphs at Business Fives: more than just winning!
On Thursday, August 15th, Westerby Group proudly demonstrated their prowess at the Business Fives Summer Season event at the Goals venue in Leicester. Showcasing both competitive spirit and camaraderie, the team exhibited football talent and a strong commitment to...
SIPP
Learn about how a Self Invested Personal Pension (SIPP) allows you to manage and choose your own investments.
SSAS
Learn about the advantages of a Small Self Administered Scheme (SSAS) to many small to medium-sized businesses.
Commercial Property
Learn about holding commercial property in a Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS).
