Who We Are

Leigh Hornby

Leigh Hornby
BA(Hons), IMC, CFPCM
CERTIFIED FINANCIAL PLANNERCM professional

Director of the company who graduated from the University of Durham in 1991 with an Honours Degree in Accounting and Economics, qualified as a member of the Chartered Financial Analyst Society of the UK (formerly the Institute of Investment Management and Research) in 1995 and qualified as a member of the Personal Finance Society by Diploma in 2004. Achieved the distinction of becoming a CERTIFIED FINANCIAL PLANNER professional in 2007.

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Leigh is married and lives in Kendal. He is a keen climber and mountaineer and spends much of his spare time walking the Lakeland fells.

Gary Richardson

Gary Richardson
FCIB, CFPCM
CHARTERED FINANCIAL PLANNER
CERTIFIED FINANCIAL PLANNERCM professional

Director of the company who is one of an elite group to hold both the Chartered Financial Planner and Certified Financial Planner status making him one of the most qualified financial planners in the country. Gary also achieved national accreditation when qualifying with Distinction as an Associate to the Chartered Institute of Bankers in 1996 and later achieved the honour of being elected as a Fellow to the Institute.

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Gary is married and lives in the village of Underbarrow with his wife and four daughters. He enjoys fishing, running and walking.

Jason Crane

Jason Crane
APFS, CFPCM
CHARTERED FINANCIAL PLANNER
CERTIFIED FINANCIAL PLANNERCM professional

Director of the company who is one of an elite group to hold both the Chartered Financial Planner and Certified Financial Planner status making him one of the most qualified financial planners in the country. Jason holds advanced qualifications in Personal Tax and Trust Planning, Investment Planning and Business Financial Planning. Jason often works alongside Solicitors and Accountants to provide comprehensive Financial Planning advice to mutual clients.

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Jason lives in the village of Holme with his wife and son. His hobbies include cycling and football and he is Treasurer for the local junior football team.

Susan Lowis

Susan Lowis
DipPFS

Susan is the firms senior Paraplanner and combines several years financial services sector experience with many years banking experience where she qualified as an Associate to the Chartered Institute of Bankers. Susan has obtained advanced qualifications enabling her to achieve the Diploma in Financial Planning.

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Susan lives in the village of Holme and travels the country supporting Burnley Football Club. Susan enjoys travel and is a keen cook and gardener.

Julie Cowperthwaite

Julie Cowperthwaite

Office Manager with many years financial services industry experience.

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Julie lives in the village of Preston Patrick with her husband and her son is at University. A keen traveller Julie enjoys walking and has a keen interest in most sports.

The above key personnel are supported by an experienced and well qualified support team.

Market Data

Dow: 17098.45 18.88
NASDAQ: 4580.27 22.58
SP500: 2003.37 6.63
FTSE100: 6819.75 13.95
HKHSI: 24754.141 12.08
ShangHai: 2235.51 18.31
Nikkei: 15476.6 52.01
Amaysim $10 Credit

The market data above is provided by a third party and is for informational purposes only.
It may also be delayed.

Independent Investment Associates Ltd is authorised and regulated by the Financial Conduct Authority