Our financial planning team
Leanne Wong
Financial planner
Leanne Wong
Financial planner
London
Leanne is a Chartered Financial Planner and has been authorised to provide advice since 2017. Leanne has worked in the financial services industry since 2008. For over eight years she worked at a City based independent financial adviser firm where she first understood the positive impact that financial advice could have on people’s lives. She joined Saunderson House (SHL) in 2020 as a Chartered Financial Planner which is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Leanne has extensive experience of advising high net worth clients including small to medium business owners, entrepreneurs, partners of professional firms, retired clients and their families. Leanne prides herself in her strong client relationships and is passionate about helping clients achieve their long-term goals. She enjoys meeting and finding out more about her clients in order to create bespoke client solutions utilising tax efficient financial planning. Away from work, Leanne can be found cooking and visiting restaurants which she believes is the best way to spend time with friends and family. She also likes visiting art galleries, practicing yoga and travelling when she can.
Leanne is a Chartered Financial Planner and has been authorised to provide advice since 2017. Leanne has worked in the financial services industry since 2008. For over eight years she worked at a City based independent financial adviser firm where she first understood the positive impact that financial advice could have on people’s lives. She joined Saunderson House (SHL) in 2020 as a Chartered Financial Planner which is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Leanne has extensive experience of advising high net worth clients including small to medium business owners, entrepreneurs, partners of professional firms, retired clients and their families. Leanne prides herself in her strong client relationships and is passionate about helping clients achieve their long-term goals. She enjoys meeting and finding out more about her clients in order to create bespoke client solutions utilising tax efficient financial planning. Away from work, Leanne can be found cooking and visiting restaurants which she believes is the best way to spend time with friends and family. She also likes visiting art galleries, practicing yoga and travelling when she can.
Lee Bailey
Financial planning director
Lee Bailey
Financial planning director
London
Lee started his career in financial services thirty years ago and has spent much of it advising high net worth individuals, specialising in retirement provision, inheritance tax mitigation and investment planning. Clients particularly value Lee’s attention to detail, listening skills and empathy when discussing theirs and their family’s financial futures. Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is married to Sarah and has two children. Away from the office, Lee enjoys making use of his private pilot license, scuba diving, cooking and spending time with family and friends.
Lee started his career in financial services thirty years ago and has spent much of it advising high net worth individuals, specialising in retirement provision, inheritance tax mitigation and investment planning. Clients particularly value Lee’s attention to detail, listening skills and empathy when discussing theirs and their family’s financial futures. Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is married to Sarah and has two children. Away from the office, Lee enjoys making use of his private pilot license, scuba diving, cooking and spending time with family and friends.
Margaret Attoh
Assistant Investment Manager
Margaret Attoh
Assistant Investment Manager
London
Margaret is an Assistant Investment Manager at Rathbones, working alongside Nicholas Darke and David Sylvester to manage investments for discretionary and advisory client portfolios. She joined Rathbones in 2022 through the Investment Management Graduate Scheme.
Margaret holds an LLB Law degree from the University of Birmingham, which she earned in 2017, and a Master's degree in International Corporate Finance obtained in 2018.
Margaret is an Assistant Investment Manager at Rathbones, working alongside Nicholas Darke and David Sylvester to manage investments for discretionary and advisory client portfolios. She joined Rathbones in 2022 through the Investment Management Graduate Scheme.
Margaret holds an LLB Law degree from the University of Birmingham, which she earned in 2017, and a Master's degree in International Corporate Finance obtained in 2018.