Leanne Berry — Network Financial Adviser in Cheshire
About Leanne Berry
Leanne is a Senior Financial Planner at Capstone Financial with 25 years of experience in financial services. She is passionate about helping her clients make confident, informed decisions that shape their financial future. Leanne’s approach starts with getting to know her clients personally, understanding what matters most to them and their families, and uncovering their goals and aspirations. She then creates a tailored, robust financial plan designed to help them achieve those ambitions. She advises across a broad range of areas, including investment planning, retirement planning, inheritance tax planning, and personal protection, ensuring every plan is both comprehensive and practical. What Leanne enjoys most is building long-term relationships with her clients and providing ongoing support. She ensures that each financial plan is regularly reviewed and updated, adapting to any changes in circumstances, so clients can always feel confident their goals remain on track. Outside of work, Leanne loves travelling and spending quality time with her two children and family, finding inspiration and balance that she brings into her professional life.
Services
- Retirement planning
- Sharia-compliant advice
Specialisations
- Investment Management
- Tax Planning
- Retirement Planning
- Inheritance Tax Planning
- Protection Planning
- Pension Planning
Qualifications
Certificate in Mortgage Advice and Practice (IFS) Certificate for Financial Advisers (IFS) Diploma in Financial Planning (CII)
Regulation
Leanne Berry is FCA-verified (firm: Capstone Financial).
Frequently Asked Questions
Is Leanne Berry an FCA-regulated financial advisor?
Yes. Leanne Berry is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Leanne Berry offer?
Leanne Berry offers Retirement planning, Sharia-compliant advice. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Leanne Berry?
Fees vary depending on the service, the complexity of your situation and the assets involved. Leanne Berry will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Leanne Berry works as part of a network, with access to a carefully selected panel of providers. Network advisors share resources and compliance support but still tailor advice to each client's individual goals.
How do I book a consultation with Leanne Berry?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Leanne Berry directly through the contact form.
Does Leanne Berry work with clients outside Cheshire?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Leanne Berry is based in Cheshire but you can confirm preferred meeting locations and video options when you book your initial call.