Leanne Berry Cemap
Senior Financial Planner @Capstone Financial
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WORK HISTORY
Senior Financial Planner @Capstone Financial
My role at Capstone Financial is to work closely with our private and business owner clients to deliver effective financial plans that will help them achieve their financial goals and aspirations.I offer financial advice in the following areas:• Investment planning• Retirement planning strategies for pre and post retirement• Corporate and personal protection• *Trust and estate planning• Personal and corporate tax planning• Mortgage adviceYour home may be repossessed if you do not keep up repayments on your mortgage.*Trusts are not regulated by the Financial Conduct AuthorityThe 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). The title \'Partner Practice\' is a marketing term used to describe St. James\'s Place representatives.
EDUCATION
The Manchester Metropolitan University
Bachelor of Arts (B.A.), Financial Serices
SKILLS
ABOUT LEANNE BERRY CEMAP
As a Senior Financial Planner for Capstone Financial, I provide the best financial advice to my clients and support them in making the right financial decisions for their future.My focus is finding out what is important to you, understanding your aims and objectives for you and your family, and making a robust plan that will get you to where you want to be.Having worked as a financial planner for 16 years, I can advise in a number of financial planning areas including: investment planning, retirement planning, inheritance tax planning and personal protection.The on-going advice and support we provide at Capstone Financial means the financial plans we put in place will always be regularly reviewed to check if they remain current and accurate and can be adjusted where necessary to deal with any changes when needed.Capstone Financial was awarded “Best Financial Adviser” at the Talk of Manchester Business Awards in 2023, 2020 and 2019.The company\'s success has grown through its ethos of offering quality, one-to-one wealth management advice and commitment to building trusted and long term relationships with its clients.To discuss further please feel free to contact me via LinkedIn or on 07•••••••01.Further information can be found at: Financial is a trading name of Capstone Financial Management Ltd.SJP Approved 11/07/2025
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