Steve Harvey, Managing Director of Westerby, recently took part in The Leaders in Pensions Podcast. Over the course of the podcast he discusses his journey from Financial Adviser to Managing Director of Westerby. He also covers important issues such as how to handle stress and mental health in the workplace, flexible working, and how Westerby have handled the Covid-19 pandemic.
You can listen to the podcasts at the links below:
Click here for Spotify
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) &...
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...
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...
