Independent Financial Adviser
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.