Leighton Ballantine

DipFA; BA Hons, APFS

I founded Ballantine Wealth Management in 2018, after a combined 9 years of advising clients - first at a High street bank and then a building society.

About

Since completing my degree in Business Management at Nottingham Trent University in 2005, I always had a goal and passion to set up and run my own family business. My vision was (and still is) to create something special for our clients, my team and family that positively impacts the communities we work in.

My day job is providing financial planning advice to individuals, families, Trustees and business owners. We work together to identify important goals and life milestones, as well as potential risks that could impact and then financially prepare for them. I obtained Chartered Financial Planner status in 2020.

Outside of work, I enjoy watching and playing sport; I represented Wales for Athletics at school boy level. I’m married to Svetlana and we have two children – we love visiting National Trust, trips to the coast and spending time with our dog Teddy.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Financial-Planner-(CII)-Chartered-Dark-Grey.svg

Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Ballantine Wealth Management is a trading name of Ballantine Wealth Management Ltd. Ballantine Wealth Management Ltd is registered in England and Wales, Number 11428358. Registered Office: East Reach House C/O Walpole Dunn, East Reach, Taunton, Somerset, Taunton, TA1 3EN.