Towry, a UK-based wealth advisor, has named Fiona Leonard as new wealth advisor for its Bracknell office.
Prior to joining Towry, Leonard worked with Sanlam Private Investments, where she worked as a financial planner for three years.
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Before to this, she has held paraplanner and sales support roles with GT Independent Financial Advisers, Origin Financial Services and Stockdale Asset Management.
She has expertise in developing existing client relationships and new client contacts.
Danny Smith, wealth advice manager at Towry, said: "Fiona’s appointment brings the number of wealth advisers in our Bracknell office up to 17. Towry has delivered exceptional financial planning to clients in Berkshire and the surrounding regions for many years, and this appointment can only serve to strengthen our offering in the area."
Fiona Leonard said: "I am thrilled to be joining a growing firm with a strong reputation in the wealth management industry. I look forward to helping both individuals and trustees build successful and robust lifetime financial plans."
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