Leanne Berry — Network Financial Advisor
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 funds
Regulation
Leanne Berry is FCA-verified.
Frequently Asked Questions
Is Leanne Berry a regulated financial advisor?
Yes. Leanne Berry is FCA-verified, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Leanne Berry offer?
Leanne Berry offers Retirement planning, Sharia compliant funds.
Does Leanne Berry offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Leanne Berry directly through their Trusted Advisor profile.
How do I book a meeting with Leanne Berry?
You can book a free initial consultation with Leanne Berry directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.