Westerby Trustee Services Limited

Reference number: 463533

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When sipp-ssas-pensions.co.uk first appeared online, and whether it can receive email
  • What kind of line 0116 326 0183 is
  • Who else gives the postcode LE1 6RX
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Westerby Trading name
  • Westerby The Pension Specialist Trading name

FCA permissions and consumer protection

  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Arranging (bringing about) deals in investments
  • Dealing in investments as principal
  • Establishing/operating/winding up a personal pension scheme
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
02562924
Company status
Active
Company type
Private limited company
Incorporated
28 November 1990 (35 years old)
Registered office
The Crescent, King Street, Leicester, LE1 6RX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Ian Richard Jarvis Director Jun 1964 25 Apr 2006 8 other companies
Howard Andrew Clive Morrison (Sir) Director Jul 1949 24 Jan 2022 3 other companies
Ruth Maloney Director Sep 1973 1 Nov 2025 8 other companies
Leslie James Mclintic Director Aug 1947 Not published 15 other companies

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
15
closed down
5
is FCA-registered
1

In the full report: all 15 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 9 companies these 4 directors run together
  • All 8 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2025Small company accountsNot audited

Net assets

£2.40m

+18% from £2.04m

Cash at bank

£2.65m

+10% from £2.41m

Employees (average)

52

+2% from 51

Owed within a year

£628k

<1% from £632k

Assets and liabilities

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 02562924. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Westerby Trustee Services’s history from the FCA register and Companies House, newest first.

Key events (5) All events (19)

2016

1 July 2016

  • Westerby (Holdings) Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

6 April 2007

  • Became authorised by the FCA

FCA register

23 March 2007

  • Regulated by the Financial Services Authority from this date

FCA register

1990

28 November 1990

  • Incorporated at Companies House

Companies House

In the full report: all 19 events

  • All 19 events in its history (5 shown here)
  • Every director appointment and resignation: 10
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Firms connected to Westerby Trustee Services

Other FCA-listed firms that share a director, phone number or address with Westerby Trustee Services. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share a director
1
share its postcode
2

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (1), the same postcode (2)
  • Who links each one: the named directors, with dates
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Get the full report on Westerby Trustee Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 15 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 19 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Westerby Trustee Services Limited FCA authorised?
Yes, Westerby Trustee Services Limited (FRN 463533) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2007. The FCA has placed no limits on its permissions.
What is Westerby Trustee Services’ phone number and website?
The FCA register lists the phone number 0116 326 0183 and the website sipp-ssas-pensions.co.uk for Westerby Trustee Services. If you were given different contact details, use these to check with the firm before going any further.
Is Westerby Trustee Services a scam or clone?
Westerby Trustee Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Westerby Trustee Services?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Westerby Trustee Services to the Financial Ombudsman Service, free of charge.
Who owns Westerby Trustee Services?
Westerby Trustee Services is owned by Westerby (Holdings) Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 1 July 2016.
Who runs Westerby Trustee Services?
Companies House lists 4 directors of Westerby Trustee Services: Ian Richard Jarvis, Howard Andrew Clive Morrison (Sir), Ruth Maloney and Leslie James McLintic.
How long has Westerby Trustee Services been in business?
The company was formed on 28 November 1990, and has held its current FCA authorisation since April 2007.
What do Westerby Trustee Services’ latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £2.40m (+18% from £2.04m) and cash at bank of £2.65m (+10% from £2.41m).
Does Westerby Trustee Services use any other names?
It trades as Westerby and Westerby The Pension Specialist.

Sources and links

The full report on Westerby Trustee Services Limited

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