Leanne Berry Dip Pfs Ce Fa Ce Map
About Leanne Berry Dip Pfs Ce Fa Ce Map
Leanne Berry is a Financial Planning Manager with extensive experience in the financial services sector, currently employed at Nationwide Building Society since 2013. She has held various roles at HSBC and Freedom Finance, contributing to her expertise in financial planning and mortgage advisory.
Work at Nationwide Building Society
Leanne Berry has served as a Financial Planning Manager at Nationwide Building Society since 2013. Her role involves overseeing financial planning services and providing guidance to clients in Manchester, United Kingdom. With over a decade of experience in this position, she has contributed to the development of financial strategies that align with the needs of customers.
Previous Roles at HSBC
Leanne Berry held several positions at HSBC, showcasing her expertise in financial services. She worked as a Mortgage Manager from 2005 to 2007, followed by a role as Financial Planning Manager from 2007 to 2010. Additionally, she served as a Senior Financial Planning Manager from 2010 to 2012 and as a Premier Relationship Manager for one year in 2012. These roles provided her with extensive experience in managing client relationships and financial products.
Experience at Freedom Finance
Before her tenure at HSBC, Leanne Berry worked as a Mortgage Advisor at Freedom Finance from 2004 to 2005. This role allowed her to gain foundational knowledge in mortgage products and client advisory services, which contributed to her subsequent career advancements in financial planning.
Education and Expertise
Leanne Berry studied at The Manchester Metropolitan University, where she earned a Bachelor of Arts (B.A.) degree in Financial Services from 1999 to 2003. This educational background provided her with a solid foundation in financial principles, which she has applied throughout her career in various financial roles.
Client Advisory Experience
Leanne Berry began her career as a Client Advisor at Philip James Partnership from 2001 to 2003. In this role, she developed skills in client management and financial advisory, which have been instrumental in her subsequent positions in the financial services industry.