Leading to a
brighter future

Tailored financial planning for owner-managed businesses and high-net-worth families and individuals

Our focus is you, and the lifestyle you want to achieve

At Leading Edge Wealth Planning we help you figure out how you can spend more time doing the things you love with the people you love.

We work with you to develop robust plans to achieve dreams, create security, manage risk, and where appropriate minimise both tax and cost.

Our clients, enjoy a solid financial strategy for both themselves and future generations.

Leading on Service

Built on 20 years of providing exceptional service - Leading Edge Wealth Planning was created to provide a premium, client-focused service in a competitive market. We spend time with clients to understand their circumstances and aspirations in depth, deliver tailored solutions, and manage and communicate effectively thereafter. Leading Edge was born out of a desire to consistently outperform on service.

Leading on Technology

We use the latest technology to make it quick, easy and safe for you to access the information you need wherever and whenever you want. All personal data can be sent remotely and securely using our digital client portal. Through your individual investment portal, you can access real-time valuations and analysis. Whilst service is paramount and technology is critical, you are at the heart of what we do – you’ll get to know us, and we look forward to getting to know you.

Leading on Environment

We harness technology to provide an entirely paperless proposition, and we do everything to ensure we operate as sustainably as possible. We also believe that our clients' money can be invested responsibly and strategically to ensure global Environmental, Social and Governance issues are accounted for at no detriment to your returns. In fact, we believe that the further scrutiny applied to these areas ensures better investment decisions.

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Get in touch today.

Regulated by the FCA

Leading Edge Wealth Planning is regulated by the Financial Conduct Authority registration number (972596). The FCA ensures that financial advice is honest, fair and effective so that consumers get a fair deal as part of a stringently regulated system.

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