Advisory Services
Independent financial advice built around your life, not a generic plan.
For professional women with £100,000 or more to invest, or pension pots to consolidate. Regulated, independent, and entirely yours.
Book your complimentary Financial Check-Up
The Financial Check-Up
A 30-minute conversation that changes how you see your money.
The Financial Check-Up is a complimentary one-to-one with Leticia. It's for women who already have assets — savings, investments, or pension pots — and want a regulated, honest view of where they really stand.
We'll look at what you have, what you want, and the gap between the two. You'll leave with a clear sense of what's possible, what needs attention now, and whether ongoing advice is the right next step. No jargon. No pressure. No obligation to continue.
If we decide to work together, you'll get a tailored long-term strategy — built around your life, your goals, and the future you can already see.
What I do
Advice that covers the long view — and the next twelve months.
Retirement Planning
Clarity on how much you need, when you can stop, and how to get there without compromise.
Investment Advice
A long-term, diversified strategy aligned to your goals, your timeframe, and your appetite for risk.
Pension Consolidation
Make sense of pots scattered across past employers. One view, one plan, one set of fees.
Protection Review
Make sure you, your income, and your family are properly protected — without paying for cover you don't need.
Move forward with intention.
The next 12 months will pass either way. Spend them building, with someone who knows the terrain.
Book your Check-UpRegulatory disclosure
Leticia Fonseca is an FCA-authorised Independent Financial Adviser. FCA Register Number: [FCA NUMBER]. Authorised and regulated by the Financial Conduct Authority.
Verify on the FCA Register →Risk warning
The value of investments can go down as well as up. You may get back less than you invest. Past performance is not a reliable indicator of future results.
What clients say
Honest, regulated, and on your side.
"Working with Leticia gave me clarity I'd been chasing for years. For the first time I have a real plan, not just a stack of pension statements."
"I came to Leticia with two pensions, ISAs, and no idea how it all fit together. She made it make sense — and I sleep better at night."
"Honest, sharp, and zero jargon. Leticia treats my money like it's her own. I wouldn't trust anyone else with my retirement planning."
"I finally feel in control. Leticia made me believe I could retire earlier than I'd planned — and showed me exactly how."
Ready when you are.
30 minutes. Complimentary. No obligation. Just clarity.
Book your Financial Check-UpNot ready? Take the 2-minute quiz instead.