Chartered Financial Planner
Steve has been in the financial services industry since 1987 starting his career with Nat West in London. He then worked as an Independent Advisor for Bradford and Bingley followed by 15 years in the Wealth Management division at Santander. His last five years prior to joining Leedham have been spent as an Independent Financial Adviser working for a firm in Warrington. He holds the Financial Planning Diploma and Investment Management Certificate and is authorised to advise on most areas of financial planning for both private and corporate clients.
Steve lives in Warrington and is married with a 21 year old son and 4 year old daughter. In his spare time, he likes to play golf, watch football and has recently joined a crown green bowls team.
Chartered Financial Planner
Julie started working in financial services in 1978 and has worked in a managerial capacity since 2001. She has the Financial Planning Certificate qualification. Over the years she has been involved in all areas of financial services including both corporate business and individual business and has gained a wealth of experience of the industry along the way.
Julie is married with two grown up children. She likes to spend her spare time immersed in a book and also going for walks with her dog.
Jayne joined the company in 1999 after working for over 20 years in Financial Services in and around Manchester for both Life Offices and Financial Advisers. She is an invaluable and experienced member of the administration team. For many years before the administrative staff expanded she was the first point of contact for most of our clients and as a consequence has developed a very good relationship with them.
Most of Jayne’s leisure time is spent with her horse and her Jack Russell Terrier – Bob !
Rachel, a graduate, joined the company in May 2005 from Standard Life in Manchester, where she had worked for five years as an IFA Support Representative dealing with Life, Pensions and Investments. Rachel’s role as a Paraplanner is to research clients’ requirements, using the Internet and various technical tools, and to prepare detailed reports for the advisers. She is also qualified to help clients with queries of a more technical nature. Rachel is qualified to Cert PFS level and continuously updates her technical knowledge by studying for professional examinations.
Rachel, who was married in 2007 and has a son and daughter, enjoys socialising, running, going to the gym and occasionally horseriding.
Yvonne joined us in 2006 as a part-time administrator, having worked for several years previously as a Personal Assistant to a Managing Director in Warrington. She provides further back office support, helping Jayne with new business processing and also assisting the Paraplanners to gather the information required for new clients before the reports can be prepared.
Yvonne enjoys going to the gym and loves to travel. She is often dragged along to Wigan Rugby matches, at home and away, by her husband.
Faz has been working within the financial services sector for over 12 years and has gained a wealth of knowledge and experience of the industry, providing support to financial advisers within the Group. Faz uses her extensive administration experience to support the team.
Faz is now looking to further her career in Financial Services by studying towards her Diploma in Financial Planning.
When not working, her family is her number one priority and her two boys keep her busy.