Hamish Leng Photo

Experience, Qualifications and our Team

Hamish Leng

Experience

He started as a financial planner in 1980 and is now working with many of the grandchildren of his original clients.

Personal

Hamish lives in London and Somerset and is married with two children. 

Planning Qualifications

Specialist Qualifications

Other Areas of Advice

The Firm

Chartered Institute for Securities & Investment (CISI)

Accredited Financial Planning Firm™

Chartered Insurance Institute (CII)

Chartered Financial Planners

Our Team

Debbie Phillpotts Chartered Financial Planner and Certified Financial Planner - advises clients on financial planning.

Carla Gardner DipPFS Financial Planning Assistant - helps look after clients.

Natalie Burnand  Investment Manager - researches and reviews suitable investment managers. Fund Analyst of the Year 2017 - Women In Investment Awards

Karen Reid Administrator - runs our administration.

Susie Gunn Practice Manager - runs the business and operations.