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Leigh Mahoney
Partner

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My profile

Wouldn’t we all love the security that financial freedom can bring?

I work with my clients to simplify what can sometimes be complicated financial matters, and I help them to form a financial plan for their future. I have been described as friendly and approachable; a knowledgeable financial adviser who you can trust.

Planning for your financial future does not need to be taxing, I will help you to clarify your financial aspirations and provide clear advice as to the way forward.

Together we will make the most of your money, with the aim of ensuring any strategy is as tax efficient as possible. If you have a family we will ensure they are protected and provided for should anything unexpected happen.

Many clients tell me the sense of relief they feel once they have a plan in place.

The value of an investment can go down as well as up, investors may not get back the original amount invested. The levels, bases and reliefs from taxation are subject to the individual circumstances of the investment.

How can you benefit?

Simplification: I will translate complicated financial jargon into plain English that is easy for you to understand.

Personalised approach: every client I work with is individual, so I take the time to understand your current financial situation and your goals for your financial future.

Rewarding experience: by conducting thorough research, I will endeavour to find the best solution possible to make your money work hard for you.

Up-to-date information: ours is a fast moving industry and you can rely on me to keep you informed of new opportunities that compliment your financial goals.

Review service: over time your needs will change and through regular financial reviews my aim is to ensure your financial strategy remains on target to achieve your objectives.

Our advice process

I work to a proven 4 stage process which can be described as follows;

    • Discovery meeting: this initial meeting aims to find out where you are currently in terms of financial matters, and also establish what your immediate and long-term financial needs are. Often I find that clients have never really stopped to consider what they are trying to achieve financially, so we will work together to formulate these financial objectives into a measurable plan.
    • Strategy: using the information gathered in the Discovery stage, including your objectives, I will then formulate an appropriate solution for your needs.
    • Recommendation & Implementation: together we will discuss and agree the strategy and take the first step in achieving your financial goals.
    • Review: your circumstances will certainly change over time. Life always throws up unexpected changes and it is important to regularly review your strategy, to check that you are progressing towards your goals and also to check that your plans have not changed.

Who will benefit?

I have worked with many clients over a number of years – each client is different, and has unique needs and objectives. However, when I consider why clients work with me, I find the following themes:

  • Clients who just don’t have the time or confidence to manage their financial planning and want to delegate it to a trusted professional;
  • individuals who find their financial affairs have somehow ended up being more complicated than they intended and would like to simplify matters; and
  • people who have never stopped their busy lives to actually plan their financial future, and may not even know where to start.

I understand this and work with my clients to help them formulate their financial objectives.

My credentials

I have worked in financial services for over 30 years and I take great pride in seeing clients who I have advised reap the benefits from the directions we have taken.

I am qualified to Level 4 Diploma and I am authorised to give financial advice on a very wide spectrum of areas. This, together with my many years of providing excellent quality advice, means my clients appreciate they are working with a trusted and skilled professional.

Within Foster Denovo we actively seek feedback from our clients as it is important for us to understand where we can improve. Indeed, a large number of our clients approach us as a result of a recommendation from friends or a colleague. I have been recognised by our own internal scheme for the exceptional feedback which I’m honoured to have received from my clients, so you can rest assured you are in good hands.

Outside of work I enjoy a busy family life with three sons – two young adults who are just beginning their working careers, and the other still at school. So, plenty of fun and day-to-day challenges in a house full of males for my ever-tolerant wife!