South coast financial planning

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. A goal-focused planning process and understanding what is important to my clients sets a strong foundation for our ongoing advisory services. I can help you sleep better at night knowing you are making good financial decisions; achieving the peace of mind that comes from financial well-being. If you have never spoken to a financial adviser before, that’s OK, we can travel at your own speed.

If there’s anything specific, you’d like to know or discuss about your services or if you have any questions related to finance or financial planning, feel free to ask, I’m here to help.

Feel free get in touch, don’t be shy, as we’d love to hear from you.

I am the Practice Manager who heads up the back office team at Portsdown Wealth Management.  As a testimony to myself, I am proud to have been nominated for the Team Leader category in the Women in Investment awards this year and am awaiting the outcome presently.  I control and oversee every aspect of the business to ensure client servicing satisfaction and smooth office procedures.

In my spare time I am presently training to compete in the bikini division for body building with my first competition in October 2023.  Discipline is key in both my work and home life.

Leila prides herself on bringing order to the office and providing clients with a high level of support. She has had 5 years’ experience solely at St. James’s Place fulfilling all kinds of roles within the PSS sector. In her spare time, Leila enjoys reading books that can further enhance her knowledge and is currently also working towards her financial exams with the CII to aggrandise her role.