Leigh P

Leigh Philp

Paraplanner
A few of my favourite things…

Favourite Film: Nothing that jumps out but I love a “chick flick” or “romcom”

Favourite Holiday: I don’t have a favourite but loved Florida (family holiday of a lifetime) & Benalmadena/Costa Del Sol where we have been 3 times lately as it’s great for families of all ages

Favourite Food: I really like Italian, Indian, Chinese & a nice juicy steak and of course chocolate, sweets & cakes/tray bakes!

Favourite things to do in my spare time: Going to the gym and keeping fit. Spending time with family, out with hubby and/or friends for food and cocktails, lying in the sun (when we get the weather!) and listening to music.

Leigh is one of our Paraplanners - an integral part of the business, Leigh manages our workflow and ensures that all of our administration procedures are carried out as seamlessly as possible.

Leigh joined the company in Feb 2011 with a solid background and understanding of Financial Services having worked within her Dad’s Financial Advisory Practice for over 10 years.

As well as keeping in regular contact with our clients, updating them on any progress, she ensures we adhere to timescales and all necessary documentation that needs to accompany our advice – ultimately Leigh makes sure we have ‘dotted the i’s and crossed the t’s’ from a regulatory point of view.

Leigh adds further value by liaising regularly with third parties, mainly other professional service providers like accountants and solicitors with whom we have developed strong relationships with to benefit and better the service to our clients.

Leigh is driven, forward-thinking and hard-working and always has the company and client’s best interests at the heart of everything she does.

Contact Us

18-22 Melville Street
Edinburgh
EH3 7NS

Telephone

0131 385 7477

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