Westerby Trustee Services Limited
aka Westerby The Pension Specialist, Westerby, Westerby Trustee Services Limited
About
0116 326 0183 Instagram Instagram Portal Login Westerby The Pension Specialist SIPP and SSAS pension solutions for individuals and businesses Integrity, Independence & Service -->Established in 1996 Westerby are specialist providers of trusteeship and administration services for Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS) and are one of only a small number ...
Source: sipp-ssas-pensions.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 463533
- Status
- Authorised
- Date Authorised
- 6 April 2007
- Years Authorised
- 18 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Making arrangements with a view to transactions in investments
- ✓Establishing/operating/winding up a personal pension scheme
- ✓Dealing in investments as principal
- ✓Arranging (bringing about) deals in investments
Companies House
- Company Number
- 02562924
- Company Status
- Active
- Incorporation Date
- 28 November 1990
- Directors
- 5
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 June 2024
- SIC Codes
- 64999
Team (5)
Ian Richard Jarvis
ApprovedLeslie James McLintic
ApprovedRuth Maloney
ApprovedStephen Michael Harvey
ApprovedCertifiedHoward Andrew Clive Morrison
Certified
Quick Facts
- Leicester, East Midlands
- 18 years FCA-authorised
- 8 registered individuals
- 2 specialisms
- 5 FCA permissions
- CH 02562924
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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.