Leo Gauvain

Leo joined Progeny in 2021 and is based in our head office in Leeds.

Leo’s role as a financial planner involves taking a comprehensive approach to his clients’ needs. This includes managing investments, pensions, protection, as well as trust and inheritance tax (IHT) planning. He places a strong emphasis on lifetime cash flow to develop financial plans, with a focus on lifestyle planning.

Leo’s qualifications include the CII Diploma in Regulated Financial Planning and 1 exam of CII chartered. The CISI Private Client Investment Advice and Management exam. He also has the advanced financial planning certificate with the CISI and the CFA ESG certificate.

Outside of work, Leo loves to travel and enjoy good food. He is an enthusiastic cook who loves experimenting in the kitchen. Additionally, he is a music lover and has a piano at home, where he enjoys playing jazz and improvising.