Areas of expertise
Leigh advises on all aspects of personal financial planning but has particular expertise in the tapered annual allowance and lifetime allowance planning (pensions), retirement planning and inheritance tax planning. Leigh also spends a lot of time carrying out cash flow analysis with clients to help them plan for the future.
Leigh is a Chartered Financial Planner as well as a Fellow of The Personal Finance Society. She is a regular speaker at Smith & Williamson seminars on topics such as retirement and tax planning and inheritance tax planning to name a few. She also speaks at seminars speaking on behalf of the Institute of Chartered Accountants in England and Wales (ICAEW). Leigh also co-hosts our own financial planning podcast covering key areas of interest and also publishes a number of articles on financial planning topics as well as comment in the financial press.
Chartered Financial Planner
Advanced Diploma in Financial Planning
Fellow of The Personal Finance Society
CF8 qualified to provide specialist advice on long-term care needs.