Westerby Group acquires pension specialist Cabot Trustees

Increases assets under administration and management to more than £2bn

Isabel Baxter
clock • 2 min read

The Westerby Group has acquired of Bristol-based pension specialist Cabot Trustees.

The Westerby Group now has more than £2bn assets under administration and management and this brings its total number of acquisitions in the financial sector to four since 2022. The deal also expands Westerby's reach further across England, with offices now based in Bristol, Weymouth and Manchester, in addition to the group's original two sites in Westerby's home city of Leicester. The Westerby Group said this latest acquisition "continues the company's impressive growth, which has been realised as part of the business's strategy of acquiring additional financial service businesses wi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Redundancies 'likely' as Shackleton powers up with Hurst Point buy

Redundancies 'likely' as Shackleton powers up with Hurst Point buy

Deal to create £17.5bn AUMA business

Isabel Baxter
clock 18 May 2026 • 3 min read
Essex advice firm declared failed

Essex advice firm declared failed

Kapwealth is no longer trading

Isabel Baxter
clock 15 May 2026 • 2 min read
'Netflix for your finances': Money coaching startup targets advice gap

'Netflix for your finances': Money coaching startup targets advice gap

Jess Biggs launches Harman Wealth

Sophia Panayi
clock 13 May 2026 • 3 min read