Independent Advice and Financial Planning
We treat business like professionals, our clients like family and we are incredibly passionate about doing our job well.
Having worked in the industry for 47 years, she has seen many changes to how a back office works; from paper based, physical visits to Sheffield Stock Exchange to collect stock transfers to todays computerised CREST system.
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.
Ryan graduated from Sheffield Hallam University in May 2017 with a first-class degree in Business & Enterprise Management. In July 2016, he enjoyed a successful placement year at a well-established financial services firm developing skills and gaining an understanding of the industry.
“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.