Steve Harvey

Steve Harvey

Group managing director

London

www.westerby-investment.co.uk/

Westerby Trustee Services

Notable Achievements

  • Helped launch the very first SIPP (Self Invested Personal Pension)
  • Served six years on committee of The Association of Pensioneer Trustees (APT)
  • Acted as a director of the banking division of Pointon York
  • Directorships with Pole Arnold, Numerica and Vantis while at RSM Tenon; all merged into RSM Tenon

Steve Harvey is Group Managing Director of The Westerby Group, which is comprised of two divisions: Westerby Investment Management and Westerby The Pension Specialist.

Westerby Investment Management was established in 1987 to provide specialist financial, taxation and independent investment advice to private and business clients in the UK and internationally.

Westerby The Pension Specialist was founded in 1996 and is a specialist provider of trustee and administration services for Small Self Administered Schemes (SSAS) and Self Invested Personal Pensions (SIPP).

Career Overview

As Group Managing Director of The Westerby Group, Steve leads a team of 70 highly qualified and experienced staff acting for around 3,500 fee-paying clients, from the company’s base in Leicester city centre.

Steve has practised as an Independent Financial Advisor for over 40 years and has a proven track record as a leading specialist in SSAS and SIPP pensions. Much of this experience was gained during his tenure as Sales and Marketing Director at Pointon York between 1981 and 1999.

After leaving Pointon York, Steve joined RSM Tenon as Head of Business Development Midlands before being promoted to Director and ultimately joining the Westerby Group in 2012.

Steve’s leadership at The Westerby Group is based on an ethos of instilling the value of true independent financial advice in the team, ensuring that the firm’s clients and professional introducers can be confident they receive a truly impartial, independent and ‘whole to market’ service.


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