Westerby Group Revenue
Financial Services • 
Leicester, England, United Kingdom • 21-50 Employees
Westerby Group revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Key Contacts at Westerby Group
Steve Harvey
Group Managing Director
Ian Jarvis
Business Development Director
Company overview
| Headquarters | 15 Andover Street, Leicester, Leicestershire LE2 0JA, GB |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Pensions, Shareholder Protection, Retirement Planning, Inheritance Tax Planning, Savings, Life Assurance, Ssas, Sipp, Key Man Insurance, Wealth Advice, Self Invested Personal Pensions, Isas |
| Founded | 1987 |
| Employees | 21-50 |
| Socials |
Westerby Group Email Formats
Westerby Group uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@westerby.co.uk), used 30.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@westerby.co.uk | 30.4% |
{first name}{last name} | johndoe@westerby.co.uk | 30.4% |
{first initial} | j@westerby.co.uk | 26.1% |
{first initial}.{last name} | j.doe@westerby.co.uk | 4.3% |
{first name} | john@westerby.co.uk | 4.3% |
About Westerby Group
Established over 30 years ago the Westerby Group is an independent financial services business providing core services of wealth advice and SIPP & SSAS trusteeship and administration. Westerby The Wealth Advisers offer independent advice on investments, pensions, inheritance tax, general tax and protection policies, such as life assurance, for both individual clients and businesses. We are not tied to any one agency or restricted by the number of products or options that we provide. Our emphasis is on understanding your objectives and giving you comprehensive advice, rather than selling you a product. For Wealth Advice call 0116 247 0304, visit www.westerby-investment.co.uk or our Linkedin page Westerby The Wealth Advisers. Westerby The Pension Specialist provides trusteeship and administration services for both SSAS and SIPP pensions and is one of only a small number of independent trustees who offer their own SIPP plans. Established in 1996, we have over 20 years of experience providing the best service for our clients. Our SIPP is one of the most flexible on the market, offering the widest possible range of investment, retirement and death benefit options. For SIPP & SSAS call 0116 326 0183, visit www.sipp-ssas-pensions.co.uk or our Linkedin page Westerby The Pension Specialist Westerby The Wealth Advisers is a trading style of Westerby Investment Management Limited (02086953) registered at 15 Andover Street Leicester, LE2 0JA. Authorised and regulated by the Financial Conduct Authority Reg No. 125286 Westerby and Westerby the Pension Specialist are trading styles of Westerby (Holdings) Limited (02381856) and its subsidiaries comprising Westerby Pension Administration Limited (11210140), WPA Trustees Limited (11251055), and Westerby Trustee Services Limited (02562924), all registered at The Crescent, King Street, Leicester, LE1 6RX. Westerby Trustee Services Limited is Authorised and Regulated by the Financial Conduct Authority Reg. No. 463533
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Westerby Group has 13 employees across 4 departments.
Departments
Number of employees
Funding Data
Westerby Group has never raised funding before.
Westerby Group Tech Stack
Discover the technologies and tools that power Westerby Group's digital infrastructure, from frameworks to analytics platforms.
PaaS
Web servers
United States
Frequently asked questions
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