Curtis Leader
Associate Wealth Planner
Based in Belfast
Diploma in Regulated Financial Planning (DipPFS)
Curtis has worked in financial services since 2015 and is committed to helping clients achieve their financial goals. He works closely with his clients to provide a tailored financial plan in a clear and reassuring manner which is based on their individual goals and needs. Curtis holds the regulated Diploma in Financial Planning and is working towards attaining Chartered Financial Planner status.
"Outside of work, I enjoy spending time with family, often taking days out with my wife, young son, and dog. In my spare time, I enjoy staying active through exercise and playing football, and I take an interest in most sports."
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