Alan Leslie
Director
Head of Private Clients
Call me on 44 (0) 20 7625 1661 or Email me
Years in Business: 25
Specialisations: Advising on all types of Business and Private Client Financial Planning matters - including (but not limited to!) Wealth Management, Retirement Planning, Estate Planning and Financial Protection.
What value do you add to your clients?: Clarity, decisions and a sleep-at-night factor. I am successful when my clients feel that their financial position is clear, well-structured and “working better”. In our business, listening is vital and being effective is critical.
Star Sign: Scorpio. All the good bits! Determined and forceful; Emotional and intuitive; Powerful and passionate; Exciting and magnetic. There are of course no negative aspects to Scorpios!
Favourite Film: I have a few favourites...City Slickers, Chariots of Fire, Men of Honor, Jerry Maguire and Memphis Belle... lots of heroes and happy endings!
Most Embarrassing Moment: This story is reserved for close friends!
Pastimes: Chasing after two youngish children and Ju Jitsu.
Football Team: Arsenal, by marriage!
Why are you at Templar?: I set up Templar on 1st April 1996. We have since built a team of great Advisers and support staff to do what we enjoy most - giving careful and effective advice to very nice clients.
What's the best piece of advice you've been given, and by whom?: Dawn follows even the darkest night.
Interesting facts about Alan Leslie:
Alan Leslie is a Black Belt in Ju Jitsu.
Alan Leslie won the Gold Award for Excellence in the Advanced Financial Planning Examinations in 1996.
