J P Leefe

J P Leefe
Graduating in business and marketing in 1977 he entered the world of high finance in 1980 before setting up the company in 1983 which originally specialised in the Expatriate market. With 34 years of experience in the Financial Services industry John is a Senior Financial Adviser dealing in all aspects of Corporate and Personal Financial Planning. Julie is a Business graduate who has worked in Market Research, Computer Consultancy and Technical writing for multi-national firms in London before moving to Rutland to work in Financial Services with John. As well as Compliance, Julie oversees the finance and IT functions within J P Leefe & Company. Julie qualified as a Financial Adviser in 2013 having completed a Diploma in Financial Advice achieving the level 4 qualification required for RDR. Julie qualified in 2015 to advise on Long Term Care matters. Julie is a committed Christian who lives in Stretton and enjoys walking, kayaking and reading. John and Julie have three children and a small white dog.
J P Leefe
J P Leefe

Financial Advisors Service Provider

Services We Offer:
  • Pension Advice
  • Investment Management
  • Wealth Management
  • Tax Planning
  • Estate Planning
  • Insurance Advice
  • Mortgage Advice
  • Savings and ISAs
  • Financial Risk Assessment
Our Locations:
  • Main Office - Oakham, Oakham,
    01780 410321

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