Leanne Harris

Leanne Harris

2plan wealth management Limited

Minimum savings/pensions: Over £100,000

0330 038 8941
Based in Huddersfield
View location

Top Rated 2025
Verified since: December, 2017

4.9 out of 5

130 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 March 2025

    Leanne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Leanne's status

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Leanne has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Leanne has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Leanne has not yet added their fees to their profile

  • 10

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Leanne

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Leanne (based on 10 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 March 2025

    Leanne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Leanne's status

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Leanne has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Leanne has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Leanne has not yet added their fees to their profile

  • 10

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Leanne

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Leanne (based on 10 first impressions)

I have over 24 years experience providing financial advice to my clients and build lasting relationships built on trust. I pride myself in getting to know my clients and their circumstances in order to give them solid financial advice, now and throughout their lifetime. I provide an ongoing service because it is important to keep abreast of the ever changing financial landscape. I am an Independent Financial Adviser and, as such act solely in the best interest of my clients at all times. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Offers available through VouchedFor

Contact Leanne through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Leanne's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Mortgage value

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Clients' level of financial expertise

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Adviser Disclaimer

Waygood Financial Planning is a trading name of 2plan wealth management which is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.