Westerby has acquired Corporate & Professional Pensions Limited to enhance its growth strategy and strengthen its position in the UK financial services market.

Target Information

Westerby, located in Leicester and established in 1996, has recently completed its first acquisition by purchasing Corporate & Professional Pensions Limited (CPPL). Westerby specializes in providing expert financial, taxation, and independent investment advice to both individual clients and businesses, serving markets across the UK and internationally. Both companies possess considerable expertise in administering Self-Invested Personal Pension (SIPP) and Small Self-Administered Schemes (SSAS).

As part of the acquisition agreement, Westerby will maintain the operations of CPPL's Weymouth office and retain its staff, ensuring organizational continuity and a smooth transition for clients.

Industry Overview in the UK

The UK financial services sector has consistently demonstrated resilience and adaptability, even amid economic fluctuations. With a growing demand for tailored financial solutions, especially in pension management, the country has w