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Leicester wealth recommendation firm expands monetary consultancy group

Leicester wealth advice company expands financial consultancy team

A Leicester-based wealth management firm has hired three new employees in key roles.

Westerby Investment Management, an Independent Financial Advisor, made the appointments to meet the growing need for impartial independent financial advice in the Leicestershire area and beyond.

Glenn Stredder and Mike Callaghan joined the company as Senior Financial Consultants. Carol Keeling joined the company as Office Manager.

Glenn Stredder

Glenn’s job is to help clients achieve financial goals by understanding their current situation as well as the outcome they want. He previously worked as an independent financial advisor to Berkley Burke and the Medical Insurance Agency after serving as an advisor to high net worth and corporate clients at Barclay’s Bank and TSB Bank.

Mike Callaghan also joins Westerby Investment Management from Berkley Burke, where he spent over eighteen years as a General Practitioner specializing in retirement planning including retirement strategies, inheritance tax planning and investment management.

Carol Keeling’s role is to provide important administrative leadership and to work with the team of paraplanning and administrative staff at Westerby Investment Management in their role as office manager. She also joins the team from Berkley Burke, where she spent 16 years as administrative director in the Leicester and London offices.

“We are very excited to welcome Glenn, Mike and Carol to Westerby Investment

Carol Keeling

Management, ”comments Steve Harvey, Group General Manager. “Glenn and Mike have a wealth of experience providing high quality, impartial financial advice to businesses and individuals, and we know our clients will benefit from their years of expertise.

“Although the pandemic has posed challenges for all companies and individuals, we are still seeing high demand from customers, both old and new. For this reason, we are also happy to have Carol on the team to ensure that we can provide the best possible service to our valued customers. “