Westerby Group swoops again to bring up £2bn milestone
The Westerby Group, the Leicester-based financial advisory firm, has acquired Bristol-based pension specialist Cabot Trustees.
The deal brings its total number of successful acquisitions in the financial sector to four since 2022.
Cabot Trustees has provided trusteeship and administration to members of its Self Invested Personal Pension Schemes (SIPP) for the last two decades.
The move means that the Westerby Group now has over £2bn assets under administration and management. The deal also expands Westerby’s reach further ... You can carry on reading TheBusinessDesk.com for free, but you have reached the maximum number of pages an unregistered user can view. To register for an account, click here or login below...
