no credit card required  No credit card. No commitment.
 5000 plus G2 reviews  5000+ G2 reviews
Company logo

Waygood Financial Planning

Waygood Financial Planning


Waygood Financial Planning's financial review

Employees

1


Waygood Financial Planning information

Leanne Harris, Independent Financial Adviser and 2plan Adviser. I have many years experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate through their financial journey and achieve their aims – from their first savings plan, right through into retirement and all the investment decisions along the way.Of course, every client is unique, an...
Leanne Harris, Independent Financial Adviser and 2plan Adviser. I have many years experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate through their financial journey and achieve their aims – from their first savings plan, right through into retirement and all the investment decisions along the way.Of course, every client is unique, and so my approach is entirely personal; the aim is to get to know each individual and understand what's important to them. As a 2plan Adviser I have excellent relationships with professional firms such as accountants, solicitors and estate agents meaning that you can also benefit from a network of trusted professionals.In addition, it's very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold much higher levels of qualification than ever before. In addition to passing the new exams, we must also hold a current "Statement of Professional Standing" (SPS Certificate). This not only indicates that we have signed up to a code of ethics but also that we have completed at least 35 hours of professional training each year, to stay up to date with changes in the industry, taxation and regulation. My SPS Certificate provides positive re-assurance to my clients that not only am I authorised by our Regulator (The Financial Conduct Authority) but also appropriately qualified and up to date.Give me a call on 01484 618957 when you're ready to talk about your personal financial needs.

Waygood Financial Planning industries

Financial services

Waygood Financial Planning's financial review

Employees

1

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

Why our clients choose Apollo

“Apollo completely changed the game for us. It allowed us to identify relevant targets that are ready to scale and reach out to them at the exact right time.”
Image of Erik Straub

Erik Straub

Head of Product, Kickfurther

“Using Apollo.io, we've solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects.”
Image of Michael Transon

Michael Transon

CEO, Victorious

Apollo gives you all the company insights you need

Free to get started, easy to add your whole sales team, commit to monthly or annual plans. We make it easy to get started.