Legal & Financial Planning

Reassuring and superb financial advice for over 30years. Leo and the team have always been THE Go to place with any financial matters, and they make a good cup of coffee too! Thank you Leo Since my husband passed away I have continued to use the impeccable services of Legal and Financial Planning Ltd They have been such a great support to me, nothing is too much trouble The family meetings with Leo are so reassuring and give me confidence in managing my finances From Tracey and Joy in the office, who are always there to help, to Leo they are special Thank you again
Apr 26th, 2023

Having taken advice from Leo for 26 years as our circumstances have changed, Leo has always given us the ideal advice to fit our needs at the time, for which we are grateful. The service provided by Leo, Joy and Tracey has always been impeccable, both in the advice and the prompt replies when required. Thank you.
Mar 25th, 2023

We have been customers of Leo for many years. When we had Retirement sums of money, we trusted Leo to invest this wisely, and it has proved to be a wise decision. We feel that as we are both in our advanced years, we value the comfort of having Leo to call upon if we have problems financial or otherwise. Many thanks Gordon and Toni Lester
Mar 13th, 2023

We have been so pleased with the service received to date. My husband and I are only relative newbies being with Legal & Financial since 2021. Leo, Tracey and Joy are beyond efficient. I pride myself on similar levels of response/service in my work and it is refreshing and so welcome to receive this when I am on the other side of things. I wouldnt hesitate to recommend them. Like many clients I am sure, I became aware of Leo and the team through relatives. My parents were clients of Leos for many years. The whole team were equally supportive and efficient in helping me during a difficult year. I cant thank them all enough.
Feb 18th, 2023

I have taken advice from Leo for over 20 years. Staying with one financial advisor for such a length of time is a testament to his financial acumen, professionalism and his ability to provide great returns on investments. He is ably supported by a most professional team . My thanks to all. Sheila Walker
Feb 10th, 2022