Technical Analyst
Bringing three and a half years of industry experience to TSP Wealth, Leon plays a crucial role in shaping our clients’ financial futures. As a Paraplanner, he works closely alongside Ricky to prepare clear, highly accurate financial recommendations. From handling complex technical calculations for pensions, investments, and tax planning to writing easy-to understand reports for your meetings, Leon ensures our advice is both robust and accessible. He also specialises in assisting clients with our straightforward mortgage services.
Leon holds a degree in Economics, and he was driven to join the financial planning profession by a desire to apply complex economic theories on a deeply personal level. He loves that his role allows him to build lasting relationships with wonderful clients and make a tangible, positive impact on their lives.
Friendly, helpful, and highly approachable, Leon believes that putting clients first means always keeping your best interests at the very front of his recommendations, backed up by clear and consistent communication. He is incredibly proud to have recently achieved his professional diploma.
Outside of the office, Leon enjoys keeping fit and plays amateur rugby. He is also musically gifted, sharing a hidden talent for singing!
Get to know Leon:
- Drink of choice: Coffee
- Cats or Dogs: Dogs
- Hidden Talent: Singing
- Favourite Podcast: Behind the Money by the Financial Times
