Our Story

About Leon & Company

Our sister accountancy firm Leon & Company Chartered Accountants has been helping clients in Yorkshire and beyond for over 30 years. Many of their clients ask for help with their personal financial situations, retirement planning and how to use financial planning to reduce tax. The help that could be offered in these areas was limited and so Leon & Company Financial Services Ltd was born in 2020 as a result. To say starting a new business in 2020 was challenging is certainly an understatement, however, the desire has always been to help people and businesses with their finances and financial planning. This is now more relevant than ever, so in a way we could say that it was meant to be!

Leon & Co Financial Services Ltd is co-owned by Darren Stone, Jack Posner and Catherine Casey. Darren and Jack are heavily involved in the accountancy business and provide support to clients in the Leon & Co Family. Catherine Casey is a Chartered Financial Planner and has run Rockwood Financial Solutions Ltd for many years; the firm which provides the regulatory compliance and oversight for Leon & Co.

Nick Cohen was brought in to head up the firm and manage the Financial Planning business. The chances are if you are looking for Financial Advice, Nick will be the one helping you. Nick has a wealth of experience in the analysis of financial products and holds the Diploma in Regulated Financial Planning.

If you choose to work with Leon & Co Financial Services Ltd you can rest assured that you are in safe hands. Contact us today to find out how we can help

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Leon & Co Financal Services Ltd
Our details
100 High Ash Drive
Alwoodley
Leeds
LS17 8RE
Leon & Co Financal Services Ltd