Welcome to Leo Wealth Management Limited

My expertise lies in the creation, growth and preservation of private, corporate and family wealth.
About me

I pride myself on building long-term relationships with clients.

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Advice and services

I specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

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Contact me

Please get in touch to discuss your financial requirements in more detail.

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Retirement Planning

When it comes to thinking about your retirement, it’s never too soon to get started. Along with dreaming about where you might like to live, or all the things you’ll now have more time to enjoy, it’s key to start working out how much you need to live on comfortably, for as long as you need. And then, create a plan to achieve that.

 

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Business Owners

When you’re running a business, there just aren’t enough hours in the day. You’ve put time, effort and money into the company. Not surprisingly, the more it succeeds, the more complex financial management becomes. And while you’re busy running the company, your own personal financial management may not get the attention it deserves.

 

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Company Directors

Your personal financial wellbeing is as key to the success of your company as your leadership skills. We often advise and support company directors at the same time as looking after company finances.

 

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Testimonials

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My association with Amy goes back to her time as Premier Relationship Manager at Barclays Bank in Sheffield and Doncaster, some years ago. She was then and has remained well informed and supportive of all of my financial requirements over time. Now, as a Partner with St. James's Place Wealth Managem...
David Curtis

SJP Approved 28/06/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Leo Wealth Management Limited is registered in England and Wales, Number 9108347. Registered Office: 91-97 Salter Gate, Chesterfield, S40 1LA.
Amy Goodson
Leo Wealth Management Limited
Copyright St. James's Place © 2024
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Copyright St. James's Place © 2024