Nigel Notley enjoyed a successful career with Equitable Life in its halcyon days, building a top-class client bank specialising in the area of pensions. At the Equitable he set up the first drawdown SIPP in the UK (known then as a Managed Annuity) in 1992, before the Treasury legislated against it. Ironically the structure is largely in line with 2015’s pensions freedom reforms brought in by the then chancellor, George Osborne.
Nigel left the Equitable in 1994 and aligned himself with a number of City Accountancy practices running their financial services arms. In 2003, he established Westbury Pension Management LLP to develop further in the SIPP market focusing on the use of the best fund management groups.
He was one of the first 'financial advisers’ to recognise the importance of examinations, completing the Advanced Financial Planning Certificate in 1992. He has continued to sit exams and believes strongly in continued professional development.
In the last decade, advances in technology have enabled Westbury to expand on activities beyond pension schemes to include total holistic financial planning. To reflect this, in 2013 the company name was changed to Westbury Asset Management.
In his private life Nigel enjoys a range of sports with Golf being a particular passion.
Emma Wilkinson joined Westbury Asset Management in April 2019 to add additional resource to the discretionary fund management service. Emma has many years’ experience of successfully running discretionary portfolios dating back to 2007 and has a genuine passion for the role, both of the macro economic environment and for interrogating fund managers to find those who we feel are capable of delivering superior investment performance.
Emma holds the Private Client Investment Management Certificate and is a Chartered member of the CISI (Chartered Institute for Securities and Investment).
Outside of work Emma has spent many years competing in the equestrian discipline Three Day Eventing but has since retired gracefully from this rather dangerous pastime, preferring now to be a spectator!