Where every client leaves feeling happy, relaxed, and confident
At Leeburn Financial Planning (LFP), we pride ourselves on being a family-run business with a rich heritage. Established in 1991, we have built a reputation for providing expert financial guidance and personalized service to our clients. Our team of experienced and independent financial professionals are committed to helping individuals and families achieve their financial goals, and ensuring that their financial future is secure.
Our Approach
Our approach is centered around building strong relationships with our clients, understanding their unique needs and goals, and providing tailored financial guidance to help them achieve their aspirations. We believe in taking the time to get to know our clients, listening to their concerns, and providing expert advice that is tailored to their individual circumstances.
Our Services
At LFP, we offer a comprehensive range of financial services designed to help our clients achieve their goals. From retirement planning to investment management, we have the expertise and experience to provide guidance on all aspects of financial planning. Our services include:
- Financial Planning: We take the time to understand our clients' financial goals and develop personalized plans to help them achieve their aspirations.
- Retirement Planning: We help our clients plan for a secure and comfortable retirement, ensuring that they have the financial resources they need to enjoy their golden years.
- Investment Management: Our team of experienced investment professionals work closely with our clients to create diversified investment portfolios that align with their risk tolerance and financial goals.
- Wealth Management: We provide ongoing support and guidance to our clients, helping them to manage their wealth and achieve their long-term financial goals.
Meet Our Team
At LFP, we are proud to have a team of experienced and qualified professionals who are dedicated to providing exceptional service to our clients. Our team includes:
- Graeme Leeburn, Director: With over 20 years of experience in the financial services industry, Graeme is a Chartered Financial Planner with a strong track record of delivering tailored financial solutions to his clients.
- Stuart Leeburn, Director: Stuart is also a Chartered Financial Planner with over 22 years of experience in the financial services industry. He is known for his expertise in pension planning and investment management.
- Lynn Jones, Practice Manager: With a wealth of experience in financial services, Lynn is dedicated to ensuring that our clients receive exceptional service and support.
OUR VALUES
At Leeburn Financial Planning, we are committed to upholding the highest standards of professionalism, integrity, and customer service. Our values are centered around:
- Providing expert financial guidance and personalized service to our clients.
- Building strong relationships with our clients and being available to provide ongoing support and guidance.
- Offering tailored financial solutions that align with our clients' unique needs and goals.
- Providing transparent and impartial advice, free from any conflicts of interest.
OUR TRUST
At Leeburn Financial Planning, we are proud to be trusted with millions of pounds' worth of client assets. We understand the importance of trust and are committed to maintaining the highest levels of transparency and integrity in our business practices.
Overall Experience
The reviews of Leeburn Financial Planning are overwhelmingly positive, with all authors giving the company a 5-star rating. The consensus is that the company provides excellent, trustworthy, and personalized financial planning services. The directors and staff are described as friendly, professional, and knowledgeable, taking the time to understand clients' needs and circumstances.
Professional and Trustworthy Service
The reviews highlight the professionalism and trustworthiness of the company. Many reviewers mention having worked with Graeme and Stuart Leeburn, who are described as being highly competent, personable, and reliable. The company is praised for its expertise in various areas, including pension consolidation, investment management, and tax planning.
Personalized Approach
Several reviewers note that the company takes a personalized approach to financial planning, tailoring its advice to each client's unique situation and priorities. The staff and directors are described as being attentive, polite, and willing to answer any questions or concerns clients may have.
Long-term Relationships
Many reviewers have been working with the company for several years or even decades, highlighting the company's ability to build long-term relationships with its clients. The company is praised for its willingness to take a long-term view when making financial decisions and for its ability to navigate difficult financial situations.
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