Fiona Leonard Fpfs

Principal Of Leonard Wealth Solutions Ltd, Partner Practice Of St. James's Place Wealth Management at St. James’s Place Wealth Management

Fiona Leonard FPFS is a seasoned financial professional currently serving as the Principal of Leonard Wealth Solutions Ltd, a Partner Practice of St. James’s Place Wealth Management since July 2016. With a strong background in wealth management and financial planning, Fiona previously worked at Towry as a Financial Planner from December 2014 to June 2016, and at Sanlam Private Investments (UK) from July 2010 to December 2014, where responsibilities included client consultation, financial product research, and investment reporting. Fiona's career began at Stockdale Asset Management from 2004 to 2009 in roles encompassing paraplanning and investment management. Fiona holds the designation of Chartered Financial Planner from the Chartered Insurance Institute, obtained between 2017 and 2020, showcasing a commitment to ongoing professional development in the financial services industry.

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices