fbpx

Andrea Leask

Book a free initial meeting

My profile

Securing your financial future with care and expertise

With over 23 years of experience in the financial sector, I am committed to providing personalised financial solutions tailored to my clients’ unique circumstances and aspirations. My journey began in administration, leading me through private banking and onto becoming an independent financial adviser. Through this journey, I have developed a deep understanding of various providers and products, empowering me to guide clients towards financial security and prosperity.

Areas of advice:

How I work

My approach is founded on building strong, trusting relationships with my clients. By understanding their individual needs, family dynamics, and life goals, I craft holistic financial plans to secure my clients financial future. While face-to-face meetings are ideal, I adapt to various communication modes to accommodate different preferences and ensure accessibility, especially for clients across the UK.

How I help clients

I offer comprehensive financial planning services tailored to my clients’ objectives. From investments to estate and trust planning, I provide expertise, ongoing support, and personalised advice to empower clients to make informed decisions. My goal is to simplify financial complexities, ensuring they feel secure and cared for throughout our partnership.

Qualifications

  • CII CF8 Long term care planning
  • LIBF DipFA
  • CII ethics and regulations

Biography

With a career spanning over two decades in the financial sector, I have gained extensive knowledge and experience across various roles, from administration to advisory positions. My journey has equipped me with a deep understanding of client needs and industry intricacies, enabling me to deliver exceptional financial guidance tailored to my clients’ unique circumstances.

Passions and Interests

Outside of work, I find joy in nurturing my allotment and spending quality time with my family.

Testimonials

Crispin Wilson

“I have worked for over 35 years in the Financial Markets and have met many FA . I am managing my Mothers Estate and so this particular job requires a level of understanding and support from an FA that is extremely demanding from the financial advisory perspective and also touches the broader more complex areas of relationships , legacies and wealth management. Andrea is doing a quite extraordinary job in this respect . I have known her for some years now and she has done a huge job in navigating financial markets , my mothers perspective on investment and inheritance and our own family inheritance tax issues. She has demonstrated a level of commitment and thoroughness unusual in the FA area which is so often fee driven. Her integrity and insight into many matters as been a tremendous support to the family . An outstanding professional , highly recommended.”

The value of your investment can go down as well as up and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation and trust advice.

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.