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Westerby Trustee Services expands firm with new recruits
Ruth Goddard has joined the firm as a business liaison officer for new business. She will be the first port of call for customers and ensure their business is dealt with efficiently.
It has also taken on two trainees, Nicholas Bates and Amber Wakley have joined as trainee financial administrators. They will both be working under Barbara Dams in the finance team.
The company is now looking to expand into bigger premises around Leicester and the East Midlands area due to increased demand from clients.
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The hires follow the appointment of Stephen Harvey in July as managing director. Mr Harvey initially joined the firm in May 2012 after 13 years at RSM Tenon and work with third-partt introducers in Financial Planning and retirement strategies.
Mr Harvey helped to launch one of the UK's first Sipps in 1990 when he worked as sales and marketing director with Sipp provider Pointon York.
Westerby Trustees Services was set up in 1996 and is a specialist provider of trusteeship and admin services for Sipps, and SSASs. It also offers its own QROP scheme.