Leanne Whitter

As Business Development Director for the Bournemouth office, I work with professional advisers to achieve the most suitable investment solutions for their clients. In order to do this it is important to get to know both the adviser, their business and how they build relationships with their clients - a personal and high level of service is very important to me, therefore, relationship management is also a key part of my role. My aim is to add value and assist advisers in supporting their clients when making some of the most important financial decisions, for both theirs and their families' future.