Leo Crump Wealth Management
Leo Crump
Having worked within financial services for over 20 years, I have extensive experience in helping individuals build, manage and protect their wealth
About
- Identifying your financial goals and objectives
- Thorough analysis of your existing financial situation
- Provide a clear bespoke long term financial plan
- Regular ongoing consultations and advice to execute your plan as efficiently as possible.
- Advanced Tax and Investment Planning
- Pension Planning
- Cashflow Modelling
- Protection Planning
- Trust and Estate Planning
- Onshore and Offshore Investment Planning.
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. At the heart of the service I offer is the belief in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such I regularly publish a range of newsletters exclusively for clients.
Trusts are not regulated by the Financial Conduct Authority.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 07/10/2022
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.
