Partner Practice of St. James's Place Wealth Management
LEANNE IS OUR PARAPLANNER, PROVIDING OUR ADVISERS WITH SEAMLESS AND VITAL SUPPORT IN ALL THINGS RELATED TO RETIREMENT AND INVESTMENT PLANNING. LEANNE KEEPS ABREAST OF THE EVER-CHANGING LANDSCAPE OF FINANCIAL PLANNING, TAXATION AND LEGISLATION IN ORDER TO OFFER OUR CLIENTS THE BEST QUALITY RESEARCH, REPORTS AND RECOMMENDATIONS FOR THEIR INDIVIDUAL CIRCUMSTANCES.
Leanne is our team’s Paraplanner and joined us in 2019 with over 15 years’ experience in the financial services industry, five of those within St. James’s Place as an Assurance & Risk Consultant.
Leanne provides a very professional and seamless experience in her complex role. She supports our Financial Advisers with Retirement and Investment Planning by finding the right client solutions for their individual requirements and objectives.
She undertakes product research, obtains illustrations and uses analytical software to review our clients existing arrangements. She then carries out cash flow analysis and pulls this comprehensive research together into a detailed suitability report. She will also help implement recommendations, prepare and maintaining compliant client files and formulate Annual Reviews.
Her previous industry experience, Diploma in Regulated Financial Planning coupled with her warm, outgoing, extremely motivated and organised nature, makes Leanne a brilliant addition to our team.
A few of my favourite things…
Favourite Holiday: 3 weeks in Thailand – Culture, People, Beaches and the Food. Experienced everything from sipping cocktails in the highest open bar in the world to volunteered at an Elephant Sanctuary.
Favourite Food: Thai, Japanese and Mexican. I host an annual Mexican Fiesta and cook for all my friends. The hotter the better!
Favourite Film: Love a feel-good movie, all the chick flick classics, but my guilty pleasure has to be The Greatest Showman...love a good soundtrack.
Favourite things to do in my spare time… I LOVE to travel and experience new cultures near and far!! Spending time with my Family & friends – especially my Husband and baby boy. I’m a major foodie, so cooking and hosting dinner parties is something I’m passionate about. I also like to embrace my arty/creative side and love a sing song/dance!
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.
PW & Partners Ltd is registered in Scotland, Number SC644543. Registered Office: 18-22 Melville Street, Edinburgh, EH3 7NS, Scotland.