I’m Catherine and my role is to support Leon & Co Financial Services Ltd by providing regulatory compliance and financial oversight. I’ve been working in the industry for over 20 years at all levels, which has widened my understanding of what financial planning truly means whilst working with a wide range of customers. As a Chartered Financial Planner and Fellow of the Personal Finance Society, I provide a supporting role for Nick and Leon & Co Financial Services Ltd to ensure our clients receive the best service possible.
For me, being able to help people with their financial planning is rewarding. I am passionate about exploring financial options, I enjoy formulating the right financial plan for each customer and achieving the best outcome for them.
Outside of work I am a busy mum of two children who are my number one priority. I love spending time outdoors with them exploring different places.
Independent Financial Adviser
I’m Nick and I head up Leon & Co Financial Services Ltd, I have been with the company from the outset and manage the day-to-day business. I personally look after our clients; working with them on their financial journey.
I have been involved in financial services for a number of years, starting out on a Graduate Scheme with a local business offering back office analysis and support to financial planners. Because of my desire to help people and work on a one-to-one basis I progressed into the advice side and completed my Diploma in Regulated Financial Planning. I am continuing to study with the intention of becoming Chartered in the coming years.
Outside of work I’m a keen cyclist and regularly play golf – although I am still trying to bring my handicap to a respectable level!
What our clients say about us
“I had a number of pensions & protection policies acquired over the years, and didn’t understand the investments or reasoning behind previous recommendations. Nick has helped me to tidy these up and invest in solutions that I know are in mine and my family’s best interest. I am also confident that I now have a plan that I can work towards so that I have a financially secure future.”