McLeod Wealth Management Limited
Ian McLeod
DipPFS
I appreciate that your financial matters are uniquely personal to you and therefore recognise that any planning and guidance should reflect this through suitably tailored advice.
About
Based in Banstead, Surrey, I provide wealth management advice to clients both within the Surrey area, and more widely throughout the South East of England.
I have worked in Financial Services for the last 20 years. After establishing myself as a highly respected financial adviser with my former employers, I recognised that I could provide clients with a better service and the best possible advice in establishing my own Practice by taking up the invitation to become an Associate Partner Practice of St. James's Place. I now concentrate on promoting the development of lifelong client relationships through a more bespoke personalised investment planning approach.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
By delivering an excellent service, I am proud to offer high quality wealth management solutions to help you look after your financial future and for those who are close to you.
Outside of my business, I enjoy going to the gym and am a keen course fisherman.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 17/10/2024
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.
