Our Team
Stephen Ilett
Director, IFA & Tax Consultant
A tax and financial consultant with over 35 year’s experience. A member of the Chartered Institute of Taxation and qualified to Diploma level with advanced papers in trust and taxation and business financial planning.
Stephen provides independent financial, taxation and business planning advice to meet the needs of our private and business clients. He specialises in IHT mitigation, pension planning and provides advice on financial planning in relation to divorces, for example pensions. Stephen is a member of the Personal Finance Society and authorised the by FCA.
Email – silett@leggattsfs.co.uk
Cara Thompson
Director & IFA
Cara graduated from Stirling University in 2003 with a BA Hons degree in Marketing and Sports Studies. She then spent a short while pursuing a career in Golf. Subsequently joining Leggatts Financial Services in 2006 and started studying towards her Financial Advice qualification and is qualified to Diploma level.
Cara’s primary role is to meet the needs of our clients through the construction and management of individual investment portfolios and retirement options. Cara is also a member of the Personal Finance Society and authorised the by FCA.
Email – cara@leggattsfs.co.uk
Cooper
The Boss
Cooper is the office dog, he spends his days snoozing in the corner and occasionally greeting clients if they are lucky enough. He usually spends his weekends on the golf course with Cara and finding water, usually dirty, to have a quick dip in.
Stephen & Cara are both members of the Personal Finance Society.
Tax Planning and Inheritance Tax Planning advice are not regulated by the Financial Conduct Authority.