Expansion for IFA arm of SIPP provider

Leicester-based wealth adviser Westerby Investment Management has recruited three new members of staff from Berkeley Burke in an expansion move. The company says the appointments will help meet demand for independent financial advice in the Leicestershire region and further afield. Westerby Investment Management is part of the Westerby Group which has a long track record as a provider of SIPPs and SSASs. Glenn Stredder and Mike Callaghan have joined as senior financial consultants and Carol Keeling has joined as office manager. Mr Stredder previously worked as an IFA at Berkley Burke and Medical Insurance Agency following roles advising high net worth and corporate clients at Barclay’s Bank and TSB Bank. Mr Callaghan also joins from Berkley Burke, where he spent 18 years as an adviser specialising in retirement planning, IHT planning and investment management. Ms Keeling will work with Westerby’s team of Paraplanning and administrative staff and also joins from Berkley Burke, where she as an admin manager for 16 years. Group managing director Steve Harvey said: “We are delighted to welcome Glenn, Mike and Carol to Westerby Investment Management. “Although the pandemic has presented challenges to all businesses and individuals, we are still seeing high demand from clients old and new. As such, we are also thrilled to welcome Carol to the team to ensure we can provide the most efficient service possible for our valued clients.” Established in 1987 and based in Leicester city centre, Westerby offers specialist financial, taxation and independent investment advice for both individual clients and businesses, in the UK and internationally.

Expansion for IFA arm of SIPP provider

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