Leanne Berry

What is your average day like:‍

My day starts by getting the kids ready for school before heading into the office. Once there, it’s usually a busy mix of meetings, calls, and planning sessions - all focused on helping clients achieve their key goals and objectives. I love building long-term relationships and getting to know my clients and their families.

What do you like most about your job?

The most rewarding part of my job is building long-term relationships and helping clients understand their options. I enjoy educating my clients, guiding them through decisions, and knowing that they leave our meetings feeling more confident and informed. Seeing clients learn and grow from our time together is incredibly satisfying.

How long have you worked in Financial Services

I’ve worked in financial services for 25 years, starting in banking and providing holistic advice. Over the years, I’ve gained a wealth of experience helping clients at every stage of their financial journey.

Meet With Leanne

What Leanne's Clients Have to Say

Colin

We trust Leanne fully with our investments—she’s not just our advisor but a friend.

Martin

Professional, clear, and easy to understand—great investment guidance.

Paul

Leanne helped move all my pensions smoothly and gave expert fund advice.

Emma

Always available to assist—highly recommend her for pensions and investments.

James

Confident and reassured knowing Leanne manages our portfolios with care.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

Leanne is a Senior Financial Planner at Capstone Financial with 25 years of experience in financial services. She is passionate about helping her clients make confident, informed decisions that shape their financial future.

Leanne’s approach starts with getting to know her clients personally, understanding what matters most to them and their families, and uncovering their goals and aspirations. She then creates a tailored, robust financial plan designed to help them achieve those ambitions. She advises across a broad range of areas, including investment planning, retirement planning, inheritance tax planning, and personal protection, ensuring every plan is both comprehensive and practical.

What Leanne enjoys most is building long-term relationships with her clients and providing ongoing support. She ensures that each financial plan is regularly reviewed and updated, adapting to any changes in circumstances, so clients can always feel confident their goals remain on track.

Outside of work, Leanne loves travelling and spending quality time with her two children and family, finding inspiration and balance that she brings into her professional life.