The Company

We hold the Corporate Chartered accreditation from the Chartered Insurance Institute and  the Accredited Firm status from the Chartered Institute for Securities and Investments.

Our Team

Both Hamish and Debbie hold the Chartered Financial Planner and Certified Financial Planner ™ Professional (CFP™) qualifications.    The CFP™ is specifically for those providing holistic financial plans with regular reviews.   Following a financial plan they can also provide advice on the following:  taxation and trusts, pensions (including pension transfers), insurance such as life assurance and critical illness, investments and long term care.  David is a Chartered Wealth Manager and specialises in looking after investments as part of an overall financial plan. 
 
Our financial planning assistants are working towards their Chartered Financial Planner qualifications.  Our administrators are working towards their diplomas in regulated financial planning.

Hamish Leng Chartered Financial Planner 

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

He holds both the Chartered and Certified Financial Planning (CFP™) accreditation as well as being an Associate of the Personal Finance Society (FPFS) and a Chartered Wealth Manager.

He has advanced qualifications in pensions, financial planning, tax and trusts, investments and long term care.

David Carroll Chartered Wealth Manager 

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David has worked with private clients since 1987 and helped found Seven Investment Management (7IM) in 2002.   He was the founding head of the firm's discretionary relationship management team and at the time of his resignation in 2018 he was Head of Strategy.

David joined Hamish Leng & Company in January 2019 and brings with him a wealth of experience of advising private clients.   The importance he places on true financial planning/life planning for clients is very much in tune with ours.

David is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities and Investments and is on the path to becoming a Chartered Financial Planner.

Debbie Phillpotts Chartered Financial Planner 

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Debbie has provided clients with financial advice since 1989 and joined Hamish Leng & Company in April 2017 from C. Hoare & Co.

She holds both the Chartered and Certified Financial Planning (CFP™) accreditation as well as being a Fellow of the Personal Finance Society (FPFS) and a Chartered Wealth Manager.

She has advanced qualifications in pensions, financial planning, tax and trusts, investments and long term care.

Debbie graduated from the University of York with honours in English and Related Literature.

Natalie Burnand Head of Investments 

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Natalie worked at Cazenove Capital Management as an analyst on the multi-manager team.   Prior to this she worked in corporate finance with J P Morgan in New York and London. 

After running a £2 billion international equity fund at SWIP she joined Aberdeen Asset Management as a fund manager on the multi-manager team.  Natalie joined Hamish Leng & Company in April 2015 to look after our clients' investments.

Natalie graduated with high honour from the University of Virginia with a BA in foreign policy. 

Susie Gunn Practice Manager 

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Susie has helped Hamish look after his clients since 1994 (she joined the firm straight after her 11+!).

She oversees the operations side of the firm and keeps everything and everyone on the right track!

Pete Gadsden Assistant Planner 

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Pete joined Hamish Leng & Company in September 2018.

 

Pete has worked in financial planning since 2016. He has a 1st class degree in Archaeology and Ancient Civilisations from Durham University, and is currently working towards the diploma in regulated financial planning.

Carla Gardner Assistant Planner 

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Carla joined Hamish Leng & Company in September 2017.

Carla has worked in financial planning since 2011.  With a degree in financial services from Manchester Metropolitan University and the diploma in regulated financial planning, she is now working towards becoming a Chartered Financial Planner.

Andrew Spencer-Knight Assistant Planner 

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Andrew joined Hamish Leng & Company in February 2018.

Andrew has worked in the financial services industry since 2000.  In his previous role, he was a pension specialist at a corporate benefits firm.

Andrew holds the diploma in regulated financial planning and is currently working towards becoming a Chartered Financial Planner. 

Emily Meltham Administrator 

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Emily joined Hamish Leng & Company in September 2018 and has worked in financial services since 2017. She is currently working towards the diploma in regulated financial planning.

 

She holds an MA in Medieval Studies and a BA in History and Music, both from Royal Holloway (University of London).

Karen Reid Administrator 

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Karen joined Hamish Leng & Company in February 2017.

Karen has a distinction in business and finance and has worked in financial planning since 1994.

Karen is working towards the diploma in regulated financial planning.