Paraplanners and Client Services Managers
Leah Keelan
Paraplanner and Client Service Manager
Leah Keelan has 5 years experience within the financial services industry including the previous 3 years working at Centric Wealth.
In her role as Paraplanner, Leah assists the advisers in creating personalised finanical models which suport the clients' lifestyle objectives.
Leah plays an integral role in supporting the advisers and ensuring that Horizon's clients receive a high level of tailored service and high quality financial advice.
However, her broad role does not end there. She is also involved in financial planning strategy work, product research and client liaison as well as the production of Statements of Advice and client reviews.
Her professional client service ethic ensures that clients receive a consistent level of high quality and timely financial advice.
During her time at Horizon, Leah has developed excellent relationships with the Firm's clients.
She is looking forward to expanding her knowledge in years to come.
Leah Keelan