Leo Alexander Wealth & Financial Management

Independent Financial Adviser  244 Fulwood Road, Sheffield, S10 3AA
First meeting at adviser's own cost
Our expert investment management service looks after your pensions, ISAs and investment accounts, allowing you to focus on enjoyment rather than paperwork. Our experienced advisers provide jargon-free financial planning catering for all financial needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Buying first home
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Equity release
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Mortgage protection
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
Marcus Warburton
Charlotte Reynolds

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

Joseph Tighe DipPFS | Cert CII (MP)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

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.

Where to find us
Head office address: 244 Fulwood Road, Broomhill, Sheffield, S10 3AA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£51,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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