At Leon & Co, we work with you to establish your needs and create a financial plan that is bespoke to you. Whether it is planning for retirement or saving for that second home, we are here to help.
Whether you need to start a plan, assess or consolidate existing plans, we can help.
Ensure that your money is working harder for you, speak to us today about savings and investment options.
The requirements for life cover and protection change over time. We can help with life cover, redundancy protection, critical illness cover, Key Person cover or stakeholder protection.
Whether it’s savings for school fees, university, a first house or retirement, we can help you put together a plan.
Estate planning can ensure that your wealth is passed on as tax-efficiently as possible.
If you’re a business owner, we can help with retirement planning, recommendations on investments and ways to reduce corporation tax.
The earlier you start saving, the easier it is to build up a pot of money to help in the future, whether it’s retirement, saving for a house, or to buy a new car.
It doesn’t matter if you’re an individual looking to plan retirement, a family saving for children’s futures or a business owner looking to protest your assets, we can help.
“I had a number of pensions & protection policies acquired over the years, and didn’t understand the investments or reasoning behind previous recommendations. Nick has helped me to tidy these up and invest in solutions that I know are in mine and my family’s best interest. I am also confident that I now have a plan that I can work towards so that I have a financially secure future.”
– Jason, Harrogate