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Margaret Leveridge Email & Phone Number

Reenginerig my financial planning career in the UK, contributing to the smooth operation of the business and ensuring clients experience top-tier service. at Throp Financial Planning
Location: West Linton, Scotland, United Kingdom 6 work roles 5 schools
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Current company
Throp Financial Planning
Role
Reenginerig my financial planning career in the UK, contributing to the smooth operation of the business and ensuring clients experience top-tier service.
Location
West Linton, Scotland, United Kingdom
Company size
5 employees

Who is Margaret Leveridge? Overview

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Quick answer

Margaret Leveridge is listed as Reenginerig my financial planning career in the UK, contributing to the smooth operation of the business and ensuring clients experience top-tier service. at Throp Financial Planning, a company with 5 employees, based in West Linton, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Margaret Leveridge.

Margaret Leveridge previously worked as Trainee Paraplanner at Throp Financial Planning and Advisory Partner / Shareholder at Consolidated Wealth. Margaret Leveridge holds Diploma In Regulated Financial Planning, Financial Planning And Services, In Progress from Charted Insurance Institute.

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Email format at Throp Financial Planning

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Throp Financial Planning

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Profile bio

About Margaret Leveridge

I am a Financial Planner specialising in investment planning, wealth management, and client relationship building. I manage client portfolios, develop financial strategies, and ensure high client satisfaction through empathy and trust. My expertise includes financial strategy development, portfolio management, market trend analysis, and stakeholder engagement. Passionate about staying ahead of industry trends, I continuously seek professional development to deliver top-tier financial advice.

Current workplace

Margaret Leveridge's current company

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Throp Financial Planning
Throp Financial Planning
Reenginerig my financial planning career in the UK, contributing to the smooth operation of the business and ensuring clients experience top-tier service.
witney, oxfordshire, united kingdom
Website
vincentthrop.co.uk
Employees
5
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6 roles

Margaret Leveridge work experience

A career timeline built from the work history available for this profile.

Trainee Paraplanner

Current
Throp Financial Planning

Linlithgow, Scotland, United Kingdom

  • Dealing with daily correspondence
  • Maintaining and updating client files
  • Processing new business applications from cradle to grave
  • Obtaining product information from providers
  • Preparing illustrations
  • Drafting and completion of suitability reports
Sep 2024 - Present

Advisory Partner

Citadel Investment Services (Pty) Ltd

Kloof, KZN, South Africa

May 2011 - Jul 2020

Business Consultant

Discovery Consulting Services
May 2001 - May 2011

Administrator

Proper Financial Services (Pty) Ltd
Mar 1995 - Oct 2000
5 education records

Margaret Leveridge education

Diploma In Regulated Financial Planning, Financial Planning And Services, In Progress

Charted Insurance Institute

Certificate in Paraplanning - included R01; R02; R03 & J09

Post Graduate Diploma In Financial Planning, Financial Planning

University Of The Free State

National Certificate In Financial Planning, Financial Planning

Milpark Business School

Certificate In Financial Planning, Financial Planning

Milpark Business School

Matric

Stanger High School
FAQ

Frequently asked questions about Margaret Leveridge

Quick answers generated from the profile data available on this page.

What company does Margaret Leveridge work for?

Margaret Leveridge works for Throp Financial Planning.

What is Margaret Leveridge's role at Throp Financial Planning?

Margaret Leveridge is listed as Reenginerig my financial planning career in the UK, contributing to the smooth operation of the business and ensuring clients experience top-tier service. at Throp Financial Planning.

Where is Margaret Leveridge based?

Margaret Leveridge is based in West Linton, Scotland, United Kingdom while working with Throp Financial Planning.

What companies has Margaret Leveridge worked for?

Margaret Leveridge has worked for Throp Financial Planning, Consolidated Wealth, Citadel Financial Planning, Citadel Investment Services (Pty) Ltd, and Discovery Consulting Services.

Who are Margaret Leveridge's colleagues at Throp Financial Planning?

Margaret Leveridge's colleagues at Throp Financial Planning include Nicola Crozier and Vincent Throp.

How can I contact Margaret Leveridge?

You can use AeroLeads to view verified contact signals for Margaret Leveridge at Throp Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Margaret Leveridge attend?

Margaret Leveridge holds Diploma In Regulated Financial Planning, Financial Planning And Services, In Progress from Charted Insurance Institute.

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