Leo Gauvain

Chartered Financial Planner, Leeds

Based in Leeds, Leo Gauvain works with individuals, families, high-net-worth clients and those approaching or enjoying retirement across the North of England, Scotland, London and the surrounding areas. Leo has over 10 years’ experience within the profession, progressing from paraplanning to adviser status during this time. He holds the CII Advanced Diploma in Financial Planning, reflecting his commitment to maintaining up-to-date technical knowledge and the highest professional standards in independent financial planning.

Tailored financial planning

Leo specialises in income planning, cashflow planning and wealth management. He helps clients create clear financial strategies that support their goals, whether that is building wealth, planning for retirement or creating long-term financial security.

Cashflow planning sits at the heart of his advice process, helping clients understand how their wealth can support the lifestyle they want today and in the future. He also advises on tax-efficient income planning, intergenerational wealth planning and protection planning, helping clients preserve, protect and pass on wealth effectively.

Taking time to understand each client’s values, priorities and ambitions, Leo creates personalised financial plans that align with what matters most. As an independent financial planner, he can consider a wide range of solutions to help clients achieve their objectives. He also works closely with accountants, solicitors and other specialists to ensure clients benefit from connected, joined-up advice.

Building confidence for the future

Leo is passionate about helping clients achieve financial freedom and live fulfilling lives. Whether their goal is spending more time with family, enjoying retirement, supporting future generations or pursuing personal ambitions, he helps clients make decisions with clarity and confidence. Clients can expect a personal, long-term relationship built on trust, transparency and ongoing support.

Outside of work, Leo enjoys running, travelling, cooking and exploring the countryside. He is also an active member of the Farsley Flyers running club.