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Our Purpose

At Portsdown Wealth Management, we believe in holistic financial planning, providing face to face, discreet and bespoke financial advice from our highly trained and dedicated team.

Our aim is to build long-lasting relationships with our clients, based on trust and underpinned by guaranteed financial advice tailored to their specific needs.

 

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.

Meet our team

With a focus on personalised solutions and a deep understanding of the intricacies of the market, our team strives to empower you with the knowledge and confidence to make informed decisions.

Andrew Leppard
Principal

Hello, I’m Andrew Leppard, Principal of Portsdown Wealth Management. I’m dedicated to helping businesses, professionals and families achieve their financial goals and secure their future.

Clare Cox
PA & Client Services

I am the Practice Manager who heads up the back office team at Portsdown Wealth Management. I won Team Leader at Investment Week – Women in Investment Awards 2023.

Leila Seymour
Senior Administrator

Leila takes pride in organizing the office, supporting clients, and has 5 years' experience at St. James's Place. In her spare time, she reads to enhance her knowledge and is pursuing financial exams with the CII.

"Developing long-term trusted relationships with our clients enables us to provide the best financial planning, wealth management and advice solutions."

Andrew Leppard, Principal

Insights and interviews

Let us contact you

We would love to hear from you here at Portsdown Wealth Management, so why not get in touch using one of the options below or fill out the form.

Phone Portsmouth: 02392 988 840

Phone Canterbury: 01227 206 213

Email: andrew.leppard@sjpp.co.uk

    The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the St. James's Place Privacy Policy.