Leo joined our Leeds office as an Associate Paraplanner in 2021 having relocated from Twickenham. He has worked in financial services for 4 years, most recently as a Client Services Executive at Citywide Financial Partners where he was heavily involved in preparing review meetings and lifetime cash flows.
Leo graduated from Southampton University with a degree in Modern History, but has since developed his career in the financial industry. He recently passed the level 4 diploma in regulated financial planning and plans to continue with the advanced diploma to become chartered. Additionally, he is currently studying towards taking the CFA certificate in ESG investing as he aims to broaden his knowledge in this particular area.
Outside of Work, Leo loves exploring and travelling. He is looking forward to exploring all the activities and food scenes available to him locally in Leeds and the surrounding area. A keen sports fan, Leo follows tennis, cricket, athletics and Formula One, and actively play tennis in his spare time.
