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 Senior Investment Manager spent nearly a decade at one of the largest law firms in the UK.
MEET OUR TEAM
Investment Managers and Financial Planners
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.
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.
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.
As a member of the Personal Finance Society, Joseph qualified as a Financial Adviser in May 2021 upon attaining the Diploma in Regulated Financial Planning. He is committed to providing excellent client service and is keen to further his knowledge through continued study towards chartered status.
Joseph advises on investments, pensions and protection policies, providing holistic financial planning to assist clients in achieving their financial aspirations.
Outside of finance, Joseph is interested in current affairs, politics, history and classic cars.
Charlotte is a member of the Personal Finance Society and advises on investments, pensions, long term care and protection policies. In addition to this, Charlotte is the Operations Manager for the company.
In her spare time, Charlotte enjoys shopping, keeping fit and spending time with her family and friends.
The Admin Team
Charlotte completed the Diploma in Regulated Financial Planning in May 2021 through the Chartered Insurance Institute and is now the senior paraplanner for the company.
In her spare time Charlotte enjoys walking in the Peak District, socialising and eating out.
In her spare time, she loves walking her dog, Noggin, and regularly organizes dance events in her local area.
Outside of work Lauren enjoys socialising, shopping and attending football matches for her chosen team Sheffield Wednesday.
She works with the Financial Planners providing technical and administration support and is due to start studying towards her Diploma in Regulated Financial Planning through the Chartered Insurance Institute.
In her spare time, Ellie enjoys long walks, shopping and catching up with friends.
Prior to this, Georgina completed a Bachelor of Arts in History from the University of Lincoln, which provided her with a plethora of skills and provided an experience which she feels privileged to be able to carry with her throughout her future career.
Outside of work, Georgina enjoys feeding her love for history with books and visiting historical sites, going for walks, and spending much needed time with friends and family.
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.