Leo Alexander Wealth & Financial Management

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. Every client is assessed holistically and whilst we may only be advising on an ISA, a life insurance policy or maybe an old pension policy, we will always start the process by looking at our clients overall position to make sure we understand the position as fully as possible.

As 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 accounts, 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.