0330 038 8940
Based in Shifnal
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2023
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Leanne and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
10
Recent Client Reviews
Leanne has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 October 2024
5
Qualifications Uploaded
Leanne has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Transparent Fees
Leanne has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Leanne has provided information on their typical fees
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Leanne (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Leanne
Checks carried out by VouchedFor
FCA Regulated
Leanne and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
10
Recent Client Reviews
Leanne has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 October 2024
5
Qualifications Uploaded
Leanne has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Transparent Fees
Leanne has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Leanne has provided information on their typical fees
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Leanne (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Leanne
Finance should be fun, not frightening. I am passionate about making finance less intimidating, more exciting and more accessible for everyone…. Mortgages…. Equity Release…. Savings…. Pensions…. Investments…. I’m all about demystifying these…. Making them easier to understand, and turning your financial planning into a breeze, all over a cup of coffee (or tea!) So, whether you are a first time buyer looking to buy your first home, coming to the end of your current mortgage rate and worrying about what next or buying your next home; maybe you’re planning for retirement, or worried about how best to get the most from your pension, or concerned about how to save for the future, and you’re seeking expert advice, I’m here to help! Let’s start the conversation about your financial goals and explore how I can help you on your journey to achieve your financial dreams. Get help with understanding your options for releasing equity from your home. Understand the main options, the costs associated and the long term implications of each option. Equity release will reduce the value of your estate and could affect eligibility to means tested benefits. Your adviser should be able to assess and explain this to you. Warning: A Lifetime Mortgage is not suitable for everyone, and it is important to seek financial advice before taking any action. All other options available should be explored before choosing equity release.Interest is charged on both the original loan and the interest that has been added, the amount you owe will increase over time, reducing the equity left in your home potentially to nothing. Please discuss with your family and beneficiaries. 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 with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). 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
Household income
Mortgage value
Savings
Clients' level of financial expertise
Review
by a verified client in West Midlands
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement wanted check to ensure best allocation of funds as well as consolidate
How has Leanne Tolley helped you?
Review requirements, advised route forwarded and support contacting and working with pension providers
Have you seen the outcome you were hoping for?
Only started late last year, given timescales difficult to assess the impact
Leanne:
Thank you for your review. I'm really looking forward to helping you towards retirement, and helping you to keep on track. LeanneRepeat review
by a verified client in Staffordshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Leanne Tolley helped you since your last review?
Leanne and her team helped me to secure a remortgage allowing me to move and free up some equity. She was there with me every step of the way; always accessible and broke down all the jargon and explained everything so simply. I always knew what the situation was regarding the mortgage which was great as moving house was very stressful!! It was one less thing to worry about - Leanne is amazing and I'd recommend her to anyone.
Leanne:
Thank you for leaving me such a lovely review! Look forward to helping you in the future. LeanneRepeat review
by a verified client in Herefordshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Leanne Tolley helped you since your last review?
Leanne has consistently been a source of valuable financial advice following our original purchase of our house. In order to complete renovations we needed to refinance. Leanne advised the best path and completed the refinancing efficiently and effectively. Leanne has also provided us with pensions advice.
Leanne:
Thank you for your review. Looking forward to helping you more in the future! LeanneRepeat review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Leanne Tolley helped you since your last review?
Continued advice towards mortgage and home insurance situation
Leanne:
Thank you for leaving me a review! It's really appreciated, and I look forward to helping you with your re-mortgage. LeanneRepeat review
by a verified client in Herefordshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Leanne Tolley helped you since your last review?
Leanne has provided advice on alternative mortgages for me as my fixed rate comes to an end early next year. She was, as always, helpful, knowledgeable and very patient!
Leanne:
Thank you for leaving me a review. Look forward to helping you with your re-mortgage, LeanneVouchedFor Disclaimer
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