Anne Leeson, CFP®

Certified Financial Planner

Everyone has a dream for the future. Realizing your dream is not a matter of luck – it takes long-term planning. Anne’s greatest joy is helping people get to where they want to be by turning plans into peace of mind. She will help you and be with you along the way, to make sure you’re always on track through life’s inevitable changes.

Anne achieved her Certified Financial Planning designation 2007. A former employee of a large insurance company, Anne was a mortgage specialist for nine years.

Her interest in finance and desire to help people led her to personal wealth management and financial planning . Anne has served on the board of Family Services Thames Valley and is an avid tennis player.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.