Business Details
35 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 1991, we are a family-run financial planning practice combining generational expertise with modern financial strategies. Our Chartered Financial Planner status reflects our commitment to impartial advice, rigorous professional standards, and ongoing development. We specialise in creating tailored financial solutions, managing 150 million in client assets through personalised service.Our six-step approach ensures comprehensive understanding of client needs, delivering strategic plans with continuous support. With over 30 years of heritage and two generations of experience, we prioritise long-term relationships built on trust, transparency, and demonstrable results.
Services
Financial Planning
Retirement Planning
Investment Management
Pension Advice
Estate Planning
Details
- Year established: 1991
Highlights and features
- Established family-run practice since 1991 with two generations of expertise
- Chartered Financial Planner status demonstrating highest industry standards
- Personalised service managing 150 million in client assets
- Award-winning advisers with specialist qualifications and local market knowledge
- 5-star Google Reviews reflecting consistent client satisfaction
Associations and certifications
- Chartered Financial Planner
What people say
Personalised service
Forward thinking approach
Professional yet friendly
Tailored recommendations
Positive financial outcomes
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies to maximise your financial security. We analyse your complete financial picture to develop actionable plans addressing wealth growth, tax efficiency, and long-term objectives. With ongoing reviews and adjustments, we ensure your financial strategy evolves alongside your changing needs and market conditions.
Retirement Planning
Specialist retirement planning ensures financial confidence in your later years. We assess current pension provisions, optimise tax-efficient withdrawals, and create sustainable income streams. Our approach balances lifestyle aspirations with realistic projections, incorporating inheritance planning and care cost contingencies to provide complete retirement security.
Investment Management
Professional investment management tailored to your risk profile and financial goals. We construct diversified portfolios using appropriate asset allocation strategies, with regular performance monitoring and rebalancing. Our approach combines market expertise with individual client circumstances to optimise returns while maintaining suitable risk parameters.
Pension Advice
Expert guidance on all pension types including workplace schemes, personal pensions, and self-invested options. We provide consolidation strategies, contribution optimisation, and tax-efficient withdrawal planning. Our advice ensures maximum pension growth potential while aligning with your overall financial objectives and retirement timeline.
Estate Planning
Comprehensive estate planning services to protect and transfer wealth effectively. We coordinate wills, trusts, and inheritance tax mitigation strategies to preserve family assets. Our approach considers legal requirements and family dynamics, ensuring smooth wealth transition while minimising tax liabilities and administrative complexities.
People
Graeme Leeburn
Director
Chartered Financial Planner with over 20 years' experience. Holds BAcc FPFS qualification from University of Dundee. Recognised as one of youngest advisers achieving Chartered status. Specialises in holistic financial planning and investment strategies.
Stuart Leeburn
Director
Director and Chartered Financial Planner with 22 years' industry experience. BAcc APFS qualified from University of Dundee. One of few Northern Ireland advisers with Chartered accreditation. Focuses on retirement planning and pension solutions.
Lynn Jones
Practice Manager
Experienced Practice Manager overseeing daily operations and client service delivery. Ensures efficient implementation of financial strategies while maintaining high client communication standards.
Julie Richardson
Paraplanner
Qualified paraplanner providing technical support for financial planning processes. Specialises in preparing detailed client documentation and regulatory-compliant recommendations.
Scott Daly
Paraplanner
Paraplanner assisting with investment research and portfolio analysis. Translates complex financial data into clear client-facing materials to support informed decision-making.
Questions
What financial services do you offer?
We provide comprehensive financial planning, retirement planning, investment management, pension advice, and estate planning services tailored to individual client needs.
What makes you Chartered Financial Planners?
Chartered status represents the highest industry standard, requiring advanced qualifications, ongoing professional development, and strict adherence to ethical advice practices.
How does your financial planning process work?
Our six-step process includes consultation, fact-finding, analysis, strategic planning, implementation, and ongoing review to ensure your financial plan remains effective.
What are your fee structures?
We provide transparent fee arrangements discussed during initial consultations. Charges reflect the complexity of required services and are agreed before any work commences.
