Leone Pearce

Independent Financial Adviser @Radiant Financial

York, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2025 — Present

Independent Financial Adviser @Radiant Financial

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York, GB

I help my clients to identify and achieve their financial goals whilst protecting themselves, their families and their businesses along the way.

EDUCATION

1984 — 1992

Bradford Girls' Grammar School

10 GCSEs

1994 — 1997

Durham University

BSc Hons, Chemistry

1992 — 1994

Bingley Grammar School

4 A-levels, 1 AS-level, 1 S-Level

2018

Chartered Insurance Institute

Chartered Financial Planner

SKILLS

Inheritance Tax PlanningWealthFinancial PlanningPortfolio ManagementCustomer Relationship Management (Crm)Financial AdvisoryStrategyRetirementStrategic Financial PlanningInvestmentsFinancial ServicesCrmPension FundsInsuranceWealth ManagementBusiness Relationship ManagementMutual FundsWrapsRetirement PlanningPlatformsPensionsManagement

ABOUT LEONE PEARCE

Independent Financial Adviser, Chartered Financial Planner at Raidant Financial Planning

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