Leanne Berry

About Leanne

Leanne Berry

Senior Financial Planner

About Leanne

Leanne has over 16 years of experience working as a Senior Financial Planner. Previously she worked for HSBC and Nationwide looking at portfolios for high-net-worth clients and focusing on investment and retirement planning. She joined Capstone Financial to enable her to provide the best advice to clients and support them in making the right financial decisions for their future.

As an experienced adviser she can offer financial advice in a number of areas, including investment planning, retirement planning, inheritance tax planning and personal or business protection.

Leanne’s focus is building long lasting relationships with her clients and putting them and their families at the heart of everything she does. Offering one to one personalised financial planning advice is what she enjoys most and helping individuals to achieve their financial goals in life.

Outside of work Leanne enjoys travelling and spending time with her two children and family.