NEW WEALTH ADVISER JOINS TOWRY’S BRACKNELL OFFICE
18 Dec, 2014
Towry, the wealth adviser, today announces that Fiona Leonard has joined as a wealth adviser in their Bracknell office.
Fiona, who joins the firm’s head office on Western Road, is an experienced financial services professional having previously worked as both an adviser and paraplanner. She has a strong track record in both developing existing client relationships and new client contacts.
Fiona joins Towry from Sanlam Private Investments, where she has worked as a financial planner for the past three years. Prior to this she held paraplanner and sales support roles with GT Independent Financial Advisers, Origin Financial Services and Stockdale Asset Management.
Danny Smith, wealth advice manager, Towry said: “Fiona’s appointment brings the number of wealth advisers in our Bracknell office up to 17. Towry has delivered exceptional financial planning to clients in Berkshire and the surrounding regions for many years, and this appointment can only serve to strengthen our offering in the area.”
Fiona Leonard said: “I am thrilled to be joining a growing firm with a strong reputation in the wealth management industry. I look forward to helping both individuals and trustees build successful and robust lifetime financial plans.”