Leighton Jones, IOB (QFA), EFPA (EFA)

Private Wealth Director

Leighton is a seasoned professional having worked in international finance for over 21 years. He started his career as an Associate Adviser working in Italy and, after working and living on most continents, progressed to Group Director of one of the world’s largest international financial advisory firms.

Having taken a step back from Boardrooms, Leighton is now re-focussed on providing a highly personalised service to families across Asia, Middle East and Europe using the latest in Cashflow Modelling software to deliver high-definition multi-jurisdictional financial planning.

Areas of Expertise

Pension Analysis, Advice, Management

Retirement Planning

Pension Planning

Inheritance Tax Planning

Succession Planning

Tax Structuring

Wealth Management

Investment Portfolio Management

International Savings & Investment Options

Investment Review

Property Portfolio Advice

Insurance & Family Protection

Education Fee Advice & Planning

High Net Worth & Ultra High Net Worth

Private Client Wealth and Estate Planning

Complex Multi-Jurisdictional Financial Planning

Cashflow Forecasting & Modelling

Qualifications & Awards

Institute of Banking (Ireland)

Qualified Financial Advisor

European Financial Planning Association

European Financial Advisor

IOB Qualified Financial Advisor Certificate Level 7

EFPA European Financial Advisor Certificate

Financial Advice International Qualification

Regions Covered

  • Worldwide