Leo Alexander Wealth & Financial Management
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
At Leo Alexander, we have been proudly serving our clients for over 10 years.
We see our clients as individuals, not numbers, and as independent financial advisers we search the entire market to find the solution that best fits you.
As discretionary investment managers, we are qualified and experienced in providing ongoing management of complex investment portfolios, giving you the confidence that your investments, whether they be held in a pension, ISA, or other account, are diligently cared for by experts.
In addition to this we are full-service financial planners, meaning our advisers have experience in catering for all your financial requirements – from finding you the best mortgage deal to helping you plan for retirement. Please see ‘Our Services’ for more details.
We are committed to providing the best possible service through our in-depth knowledge, clear communication, and professional but personable approach.
Inheritance
Pension
ISA
Life insurance
Investment
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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