Independent Advice and Financial Planning
We treat business like professionals, our clients like family and we are incredibly passionate about doing our job well.
Charlotte joined Leo Alexander Wealth & Financial Management Limited in July 2020. Having worked in the Financial Services industry over the past 18 years, Charlotte started off her career in administration working her way up to Paraplanner, Financial Adviser and Operations Manager.
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.
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.
“The Investment Manager clearly identifies with you the level of risk that you are comfortable with which is reassuring. Performance within these parameters for us has been outstanding. Staff and office support backs this up very well.”
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.