Richard Leonard – Director

Richard Leonard

Key role at Kirk Newsholme Financial Planning:

A highly qualified Chartered Financial Planner and Fellow of the Personal Finance Society, Richard provides investment advice and strategic financial planning solutions to individuals and families (private clients), businesses and the trustees of private trusts to help them to build, manage and protect their wealth.

Specialist areas of expertise:
Although Richard covers a broad range of financial planning areas, he is particularly skilled in the areas of corporate benefit and retirement planning. Since the introduction of changes to pension freedom legislation in 2015 a significant part of his time is spent helping clients to make the most of the new flexibility in retirement, working with them to develop long-term financial plans.

What’s the most satisfying part of your role?

The biggest part of my role as a financial adviser is sitting down with clients to understand their needs and financial goals and then helping them to put plans in place to meet those goals. It is particularly rewarding when people find they are able to achieve something they had not thought possible. This can be different for every client, be it retiring early, securing the funding they need for their business or protecting their wealth for future generations.

What was your first job?

While I was at college I took a summer job with a scaffolding company based in the ICI Billingham plant on Teesside. I spent the entire first week nailing metal brackets onto the ends of scaffolding planks and was sent on countless errands for sky-hooks, left handed screw-drivers and bee-lines amongst other things!

My ideal day away from the office would be…

A day out at Disneyland with my wife and three young children, followed by a game of squash and finishing with dinner and a couple of drinks in a nice restaurant (without the children!).

Telephone Direct Line: 0113 2044215
Follow Follow Richard on LinkedIn

Related Links

Real people. Not just names…
“Richard and Peter are frank, honest blokes who quickly gain your trust. If your previous experience of financial advisors has been a progression of faceless names, you’ll notice the difference straight away. I did.”

Accountants in Leeds