The Westerby Group has announced the acquisition of Bristol-based Cabot Trustees Limited, marking its fourth successful acquisition in the financial sector since 2022. With this latest acquisition,...
News
The Westerby Group expands with Redswan Ltd acquisition
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 into the Westerby brand, marking another milestone in our strategic...
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...
A Memorable Evening at the Annual Westerby Company Ball 2025
The Annual Westerby Company Ball was held on the 17th of January 2025, uniting approximately 100 attendees for an evening of celebration, recognition, and camaraderie. This year’s theme, “Black and White,” set a sophisticated backdrop, emphasising the elegance and...
Budget 2024 – Pension Schemes & Three Key Changes
Following on from the 2024 Autumn Budget on 30th October 2024, the Chancellor unveiled some reforms to pensions and tax, that may affect you and, in particular, your pension planning. A brief roundup of these changes is summarised below: Inheritance Tax (IHT) &...
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).
