Fiona Leonard

I provide a bespoke Wealth Management service to private individuals, families, Companies and Trustees. Many of my clients are busy professionals who simply do not have the time to manage their affairs effectively. I advise clients on financial planning needs, goals and objectives and together we can plan how to achieve these in light of respective timescales and situations. I aim to provide a friendly, professional, personal service that cuts through jargon and helps clients achieve their short, medium and long term goals. I strongly believe that in order for me to provide the best advice I must fully understand my clients' goals and aspirations. However, it is equally as important to maintain a long term relationship to ensure advice and plans are reviewed regularly and remain suitable given individual circumstances. I specialise in the following areas: - Financial Planning - Investment Planning - Retirement Planning and Pension Reviews - Retirement Income Options - Protection - insurance for you, your family and your business - Inheritance Tax Planning - Later Life Planning