Leo Wealth Management

Everyone has their own view on the importance of money. For some it’s all about ensuring that their families are supported and provided for and for others, it may simply be to double their fortune.

No matter how money drives you, everyone needs financial advice at some point in their lives.

There are no simple off-the-peg solutions. When you need advice, you need advice you can trust and that will enable you to manage your financial affairs more effectively. You also need a person you can relate to, who doesn’t talk jargon and explains concepts clearly

My emphasis is on developing and maintaining long-term relationships based on providing professional trusted advice.

I specialise in providing high quality personal financial advice on most aspects of wealth management. I also assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors and key employees, tax reliefs and aspects of exit strategy planning.

I would be delighted to meet with you to discuss any of your financial planning requirements in more detail.

This website will give you further details about who I am, what I do and how I may be able to help. All meetings with me would be strictly confidential with a no obligation approach.

Clients are also able to access St. James’s Place TV, enabling you to view interviews with some of the Fund Managers who manage St. James’s Place funds.