Westerby Trustee Services acquires Corporate and Professional Pensions

Published by Rhys Taylor-Brown on March 27th 2022, 8:08am

Westerby Trustee Services Limited has announced the acquisition of self-invested personal pension [SIPP] company, Corporate & Professional Pensions Limited [CPPL], in a deal which significantly boosts the number of assets under the former’s management.

Commenting as the acquisition was announced, Westerby Group managing director, Steve Harvey [pictured], said: “We are delighted to announce our acquisition of CPPL. CPPL has great synergy with Westerby as it provides a high level of service to its customers in the specialist area of self-invested personal pensions and small self-administered schemes.

“We are very much looking forward to this exciting new chapter as CPPL becomes part of the Westerby brand.”

CPPL’s office based in Weymouth, Dorset, has been retained alongside its staff workforce. This will help provide a continuity of service for CPPL clients while the two businesses are integrated.

Harvey continued: “Here at Westerby, we would like to extend a warm welcome to all of the CPPL clients and professional connections and offer reassurance that their schemes will continue to be administered through the company’s well respected professional services.”

Westerby Group chairman, Les McLintic, also spoke positively of the deal, explaining that it not only contributed to the firm’s growth strategy, but would help consolidate the long-term future of both businesses in the industry.

McLintic said: “As a company, Westerby has been growing organically for over 30 years. This acquisition will not only enhance our growth strategy, but it will also contribute to our long-term future strength in the industry.”

Established in 1996, Westerby Trustee Services Limited offers a full range of services permitted by HMRC, including commercial property, gold bullion and unlisted shares. Westerby is one of only a small number of independent trustees to offer its own small, self-administered schemes [SSAS] and self-invested personal pensions [SIPP] plans. The Westerby Group’s total assets under trusteeship, administration and advice now amounts over £1.5 billion spanning circa 5,000 clients.

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Rhys Taylor-Brown
Junior Editor
March 27th 2022, 8:08am

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