Leonard Wealth Solutions Ltd work with clients throughout all stages of their lives, providing ongoing advice and support to help their financial objectives become a reality.
We are extremely proud of our client relationships and have built these over many years based on our core principles of trust, honesty and reliability.
Planning for a secure future whether for yourself, your family or your business is one of the most important decisions you will ever make. It is useful to regularly review your financial situation to take advantage of any changes to legislation and tax law.
If your personal circumstances change, such as moving jobs, having children, going through divorce, planning for retirement or looking for inheritance tax solutions, a review of your current goals is crucial.
As a Partner Practice of St. James's Place Wealth Management, Fiona's focus is on you and helping you achieve or maintain financial security for you and your loved ones.
Personal Finance Society
Fiona Leonard is a qualified member of the Personal Finance Society.
The Personal Finance Society represents an ongoing commitment to professional standards and demonstrates the level of knowledge and expertise that I have achieved and maintain.
Our initial consultation with clients is without obligation allowing us to establish if we are able to assist. If we are able to help then we will confirm this in writing after our meeting so that you have adequate time to consider our proposals before instructing us to work on your behalf in providing a bespoke solution to your needs.