WEALTH at work
Leo Richardson APFS Cert CII (MP ER) is a seasoned financial professional with extensive experience in providing independent financial advice, specializing in investments, pensions, mortgages, protection, estate planning, and equity release. Currently serving as a Financial Adviser at WEALTH at work since September 2021, Leo previously held roles including Independent Financial Advisor at AFH Wealth Management and Financial Advisor at Aviva, where the focus was on pensions and retirement planning. Leo's background also includes positions as a Financial Adviser and Paraplanner at LEBC Group, Data Harvest Analyst at Bellpenny, Pension Administrator at JLT Employee Benefits, and Literature Executive at Friends Life group, encompassing a total range of advisory and administrative skills in the financial services sector.
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