Fiona Leonard
FPFS, Fellow and Chartered Financial Planner
With over a decade of working within wealth management, Fiona has the knowledge and experience that you need to be confident that you are in safe hands.
Specialisms:
About
Fiona has worked in the financial services industry for almost 20 years and brings a truly holistic approach, based on her clients’ individual needs and values. She works closely with her clients to establish their unique priorities and objectives, the legacy they want to create and helps them develop a personalised, long-term strategy.
As a Fellow and Chartered Financial Planner, she has satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.
Fiona aims to provide a friendly, professional, personal service that cuts through jargon and helps clients achieve their short-medium- and long-term goals. She is a strong believer that to provide best advice she must fully understand her clients' goals and aspirations. However, it is equally important to maintain a long-term relationship to ensure advice and plans are reviewed regularly and remain suitable given individual circumstances.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
