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April Leeson
April Leeson
About
April is a Financial Adviser at The Private Office located in London and covers areas such as Bath, Reading and St Albans. As a diploma qualified Financial Planner, she provides meaningful help to a range of clients to help them reach their financial goals. April demonstrates the importance of financial planning using modelling for all of her clients to show how they can meet their long-term goals.
April’s experience covers pension planning, cash flow modelling and investment advice, including sustainable and impact investing which she is an advocate for. April’s passion lies in empowering individuals to maximize their finances, simplifying complex situations with clear language and looking to demystify financial jargon so that everyone can harness their money more effectively. She also has a focus on empowering women to plan for their desired lifestyle, both in the present day and in future. She aims to give her clients the understanding and knowledge they need to make confident financial decisions and use her financial planning as a tool for fulfilment and success.
April joined The Private Office in 2017 in the Leeds office, growing alongside the company to become an inclusive and independent adviser, now living in Hertfordshire. She has been featured in several national publications including iNews, and she has been the finalist for awards including ‘Financial Adviser of the Year – London’ at the Professional Adviser Women in Financial Advice Awards 2023. As a result of the valuable support she offers her clients, she has been a VouchedFor Top Rated Adviser for the past few consecutive years.
April has a diploma in Regulated Financial Planning and is working towards her Chartered status, which she should achieve this year. April maintains her technical knowledge as part of her professional development and the ever-changing tax and pensions landscape. She also holds a degree in Arabic and Spanish from the University of Leeds.
Outside of her job supporting clients, April leads an action-packed life. She plays hockey for her local club in St Albans, travelling all over the midlands for games, and also enjoys dancing, netball, and learning to play golf and padel. April thrives on participating in charity sporting events and challenges whenever she can.
When she's not playing sports, you'll find April watching live events, whether on TV or in person. International and professional hockey are her staples, but she loves traveling to catch any sports fixture. She volunteered at the Rio 2016 Olympics and is a regular at Lionesses games and Wimbledon.
Areas Of Expertise
- ESG investing
- Cashflow modelling
- Pension planning
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Securities Advice & Dealing
- Certificate in Discretionary Investment Management
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. April works from our office in central London and has clients in areas such as:
April Leeson locations
April Leeson map
- Crawley
- Solihull
- Exeter
- Guildford
- Sutton Coldfield
- Great Missenden
- Shepton Mallet
- Yeovil
- Littlehampton
- Reading
- Aldridge
- St Albans
- Cirencester
- Newbury
At a glance
- Diploma qualified Financial Planner since 2020
- Published contributor in iNews, The Times, eprivateclient
- Vouched for Top Rated Adviser 2022-2024
As featured in
April was friendly and clearly knowledgeable about financial planning. She took the time to find out about our particular circumstances.
April 2024
April was very professional and knowledgeable in the key areas we wanted to explore, and carried out a thorough review of our finances and planning for future circumstances. We have followed the recommendations made in April's report with confidence.
January 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view April's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Awards
Finalist for Financial Adviser of the Year – London at the Professional Adviser Women in Financial Advice Awards 2023
Finalist for Young Achiever at Professional Adviser 2023 Awards
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.