Leo Alexander Wealth and Financial Management Limited (LAWfm)

LAWfm was established in June 2010 and provide more than the usual IFA service . This is because we are Discretionary Investment Managers and also provide financial advice. We aim to provide effective investment management and financial planning on behalf of our clients and in line with their objectives and aspirations. LAWfm believes that the best growth strategy is to provide a high level service that encourages existing clients to recommend us to their friends, colleagues and family. Our team have managed investments on a discretionary basis since 1994 and have provided comprehensive financial advice for 25 years. Our management team spent nearly a decade as senior investment manager and operations manager at one of the largest law firms in the UK.

MEET OUR TEAM

Investment Managers and Financial Planners

Marcus Warburton
Marcus WarburtonManaging Director
Marcus has been in the industry since 1989 when he first qualified whilst still at university. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Marcus is the Managing Director of Leo Alexander Wealth and Financial Management. He founded the firm in 2010 after a successful 20-year career and is delighted to have been joined by number of former colleagues. He is the firms lead investment manager and also provides expert financial advice to clients.
Inside work Marcus will usually tell you that he is only interested in either making money for clients or saving tax for clients, but outside of work, he coaches a youth football team now in its 5th year, was a trustee of his local playgroup for a decade and when pushed he will admit to building kit cars as a hobby, though, no-one has ever seen one on the road….yet.
Patrick Johnston
Patrick JohnstonFinancial Planner
Patrick’s career in financial services, which started in 1979 has seen him work as an advisor for several leading life assurance companies as well as an IFA for a national firm of chartered accountants and a leading law firm. He later set up his own IFA practice in the West Midlands which he merged into LAWfm in 2014.

He has given financial advice on BBC local radio, co-authored a financial advice column in a regional newspaper and planned and spoken at many financial planning seminars for public sector bodies including local government employees and the Fire Service.

As an IFA, Patrick deals primarily with the financial planning needs of individual clients. In addition to advising on their protection, investment and pension needs, Patrick is also authorised to advise on Long Term Care and Care Fees planning (usually for elderly clients), as well as Wills, Trusts and Lasting Powers of Attorney for clients of all ages.

Patrick has seen many changes in legislation and best practice throughout his time in financial services, but by concentrating on providing clear and straightforward advice he has built up a loyal group of clients, some of whom date back to the first few months of his career.

Away from work, Patrick particularly enjoys watching football, motor sport and professional cycling. He has been happily married for more than 40 years and has two daughters and two granddaughters. He is also a member of Rotary International, whose motto is Service above Self.

William Wells
William WellsFinancial Planner
Bill Wells has acquired an exceptional breadth of knowledge of financial planning issues during his 25 years as an IFA. Prior to becoming a financial adviser, Bill was a commissioned technical training officer in the Royal Air Force. It is perhaps this background which has helped Bill to achieve Chartered Financial Planner status and evidence his in-depth understanding of numerous financial services’ sub-topics, from tax planning and investment advice to family protection and specialist pensions knowledge.

Bill is also a qualified mortgage adviser with further qualifications in equity release and long term care issues. It might be worth mentioning that Bill has intimate knowledge of several State sector pension schemes, in particular the NHS and Armed Forces schemes.

Ryan Neil
Ryan NeilFinancial Planner
Ryan joined us at Leo Alexander Wealth & Financial Management in July 2017 as a Trainee IFA and quickly progressed through his financial planning exams. Now, as an Independent Financial Adviser, Ryan provides quality financial advice in areas such as investments, pensions and protection. Ryan has benefitted from working closely with our lead investment manager and managing director to quickly develop an overall understanding of wealth management.

Ryan graduated from Sheffield Hallam University in May 2017 with a first-class honour’s degree in Business & Enterprise Management. During his time at University, Ryan balanced work with study becoming a UK Bungee Club Qualified Jumpmaster, a job which he fully enjoyed. In July 2016, he enjoyed a successful placement year at a well-established financial services firm developing skills, gaining an understanding of the industry and a desire to become a Financial Adviser.

Away from work and study, Ryan enjoys socialising through sport and watching football. He is a keen road cyclist and enjoys nothing more than taking the bike on his annual trip to Mallorca.

The Admin Team

Charlotte Macartney
Charlotte MacartneyParaplanner
Charlotte began working in the financial services industry in 2011 and joined Leo Alexander Wealth and Financial Management in January 2019 as a Paraplanner. She works closely with the Financial Planners providing both technical and administration support with the aim of delivering the best possible service to clients and prides herself on her attention to detail and strong organisation skills. She is studying towards her Diploma in Regulated Financial Planning through the Chartered Insurance Institute.

In her spare time Charlotte enjoys walking in the Peak District, socialising and eating out.

Nicola Duffey
Nicola DuffeyOperations and Compliance Manager
Nicola has over 20 years’ experience in Operations and Compliance starting her career at Norwich Union (now known as Aviva), progressing her skills with Halifax (now HBOS) and Irwin Mitchell/IM Asset Management. She came to work at Leo Alexander Wealth & Financial Management Limited in 2011, having helped with the set-up of the company on a consultancy basis since June 2010. She has experience in running and closing nominee companies and the safe custody of assets, ISA Management and Reporting, compliance monitoring, project management and risk and compliance policy work.

In addition to her administration management work she is Compliance Officer and MLRO for the company. Nicola is a Chartered member of the Chartered Investments and Securities Institute and in her spare time she enjoys motorsport, holidays and reading with her book club.

Vicki Timmins
Vicki TimminsAdministration Officer
Having worked in the industry for 47 years, Vicki has seen many changes to how a back office works; from paper based, physical visits to Sheffield Stock Exchange to collect stock transfers though to todays computerised CREST system.

Starting as an office junior for a small firm of Sheffield Stockbrokers which later became part of Rensbergs she has since worked at TD Waterhouse and Irwin Mitchell and now hopes to finish off her working life with Leo Alexander Wealth & Financial Management Limited.

Vicki is married with grown up children and grandchildren. She likes to travel, loves popular music and going to concerts.

Eleanor Schofield
Eleanor Schofield Administration Assistant
Before joining Leo Alexander Wealth and Financial Management Ltd, Eleanor studied at Stocksbridge High School. After completing her GCSE exams, she has been involved with Wentworth Castle, volunteering in their archive department. Eleanor is enjoying her apprenticeship with LAWfm and is currently attending college to develop her skills. Eleanor has recently completed an NVQ qualification in Business Administration and is keen to further her education through more college and work-based qualifications.

During Eleanor’s spare time, she likes listening to music, and has just become interested in scrapbooking.

Josephine Chapman
Josephine ChapmanAdministration Assistant
Josephine joined Leo Alexander Wealth and Financial Management Limited in February 2017 as part of the administration team. With over 20 years’ experience as a book keeper, Josephine manages the accounts of the business. She has a keen eye for monitoring and completing work to required standards, within deadlines.

In her spare time, she loves walking her dog, Noggin, and regularly organizes dance events in her local area.

Lauren Vardy
Lauren VardyParaplanner
Lauren’s experience in the financial services industry began 4 years ago and has delivered excellent customer service throughout her roles in pensions administration and paraplanning. She is a member of the Chartered Insurance Institute (CII) and is keen to continue studying towards her Diploma in Regulated Financial Planning. Lauren likes all aspects of her role as a paraplanner from speaking to clients right through to product research, her experience from previous roles allows her to perform with self-confidence and ability.

Outside of work Lauren enjoys socialising, shopping and attending football matches for her chosen team Sheffield Wednesday.

Beth Squires
Beth SquiresAdministration Assistant
Beth started out in financial services in 2010 as an apprentice and has worked in the independent sector since. She joined Leo Alexander Wealth & Financial Management Limited in March 2019 as part of the administration team and has started studying towards her Diploma through the CII. She has gained a vast amount of knowledge of the back-office systems making her an asset to the company.

Outside of work, Beth enjoys socialising, sports and going on holiday.

LAWfm is a trading name of Leo Alexander Wealth & Financial Management Limited, which is authorised and regulated by the Financial Conduct Authority number 624042. The company is registered in England at Unit 6 Acorn Business Park Woodseats Close Sheffield S8 0TB company number 07232515. VAT registration number 136342723.