Westerby Investment Management Limited
aka Westerby The Wealth Advisers, Westerby Investment Management Limited
About
uk Westerby Wealth Advisers Independent Financial Advice Integrity, Independence & Service If you are seeking independent financial advice, you want qualified, professional and impartial expertise that looks at your individual and specific circumstances and needs. We carefully consider your Personal taxation situation Ambitions & aspirations Health Approach to investment risk Existing financia...
Source: westerby-investment.co.ukContact & Location
Regulatory Information
- FRN
- 125286
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 02086953
- Company Status
- Active
- Incorporation Date
- 5 January 1987
- Directors
- 4
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 June 2024
- SIC Codes
- 64999
Team (18)
Ruth Maloney
ApprovedLeslie James McLintic
ApprovedStephen Michael Harvey
ApprovedCertifiedHoward Andrew Clive Morrison
CertifiedDeborah Jayne Hinks
CertifiedSean Christopher Harriman
CertifiedGeorge Harvey
CertifiedJacob Price
CertifiedMichael Matthew Callaghan
CertifiedGeoffrey Stuart Pitts
No longer requiredPaul Daniel Smyth
ApprovedCertifiedNeil Craig Bevan
ApprovedCertifiedChristopher Charles Wilkins
ApprovedCertifiedAlexander Carruthers
ApprovedCertifiedDaniel Gerald Scott Brittenden
ApprovedCertifiedGiles Edward John Fisher Moore
No longer requiredRekha Jethwa
No longer requiredJohn Godding
No longer required
Google Reviews
1 review on Google
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Quick Facts
- Leicester, East Midlands
- 24 years FCA-authorised
- 20 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 02086953
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.