About Us

Leanne’s career in Financial Services started in 1995 for a small local IFA firm.  She soon realised Financial Services was her vocation and completed the financial services qualifications to be an adviser whilst working at Hogg Robinson Financial Services.  In 1998 she was head hunted by PriceWaterhouse Coopers and joined their corporate pension teams where she gained a wealth of experience advising large corporate pension schemes and their management teams.

However, Leanne missed the relationships she had built with individual clients and left to join another adviser specialising in wealth management for individuals and their families and eventually bought out the company and joined ranks with Helm Godfrey Partners.

After taking a step back from advising to raise a young family, Leanne continued to keep up to date with industry changes by providing paraplanning support to another firm of advisers.  Once all her children were at school, the desire to start advising again took over and Fiscal Wealth Planning Limited was born.

Leanne is passionate about holistic, lifetime financial planning and helping clients meet their short and long term objectives by providing personalised ongoing support.

Away from the office, Leanne enjoys spending time with her large family, reading and walking her three dogs.

Jane started her career in Financial Services 5 years ago after a long career in Education.  She is passionate about her role as an administrator and enjoys the varied and interesting work involved.

Jane is dedicated to excellent client services and strives to provide a reliable and friendly service to all of Fiscal Wealth Planning Limited’s clients.  She often goes above and beyond to ensure clients are valued and their needs are met.

In her spare time Jane loves spending time outdoors, walking her dog, participating in pub quizzes and weekends away