Leon Buckley

Leon Buckley

Director, Financial Planning,

Leon joined us in May 2015 as a Director, Financial Planning and works alongside the investment teams and other professionals to deliver cohesive solutions for clients. His role is to work with our clients to help them really understand what their aspirations are and fundamentally what it is that they want to achieve. That can be anything – to retire early, run their own business, protect their wealth or simply to own a yacht! He evaluates our clients’ financial circumstances in the context of achieving their goals and objectives, before building, implementing and delivering on a financial plan.

Leon is a Chartered Financial Planner with 14 years’ experience working in advisory roles. Most recently, before joining us, Leon spent five years as a Financial Planner at FF&P Wealth Planning, part of the Fleming Family and Partners family office.

Leon is experienced in advising and providing general counsel to individuals and families with a broad range of backgrounds including entrepreneurs, retirees, city professionals, and those in the media. Acting as his clients’ finance director Leon is a specialist in tax-efficient investing, cashflow modeling, retirement planning, wealth creation and retention, and estate and inter-generational planning.