Shannen Leonard - Mortgage and Protection Adviser

Shannen Leonard - Mortgage and Protection Adviser Working at Optasia Wealth Management Ltd - Qualified mortgage and protection adviser here to assist you on achieving you financial goals.

01/09/2026

The summer holidays are over, the kids are going back at school.

New term, new routine, new home?

September is the ideal time to rethink your space.

Autumn is the perfect time to evaluate your finances, lock in a better rate, or start fresh in a new house.

My diary is open if you would like to have a look to see where you are at and where you could be!



Optasia Wealth Management Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on the 01/09/2026

Endometriosis crashed into my life in 2025 and gradually worsened this year. Its caused so much stress and pain daily! T...
26/08/2026

Endometriosis crashed into my life in 2025 and gradually worsened this year. Its caused so much stress and pain daily! There is no cure no guidance from doctors on how to deal with this other than contraception, which doesnt always help.

I will now be giving a percentage of my broke fees to Endometriosis UK to help them on their mission to support women with this condition.

I honestly dont know what I would do without my understanding work place, my amazing family and friends this year! Im aware im very lucky and some women dont have a village or support at work or home to help them. This charity believes everyone currently living with endometriosis should have the best care as a result of new developments in treatment, and that proactive research is vital to finding the cause and, one day, a cure for the disease 💛🎗️

The best feedback to get after doing an appointment with any client but especially a first time buyer! I want my clients...
30/07/2026

The best feedback to get after doing an appointment with any client but especially a first time buyer!

I want my clients leaving our appointments feeling positive they can get the home they want after coming to our appointments unsure about where they stand! ☺️💛

13/07/2026

Personal protection provides a financial safety net when you need it most.

There are a range of policies available to suit your individual needs, including:
• Life Insurance
• Critical Illness Insurance
• Income Protection
• Accident Protection

If you'd like to find out more or receive a personalised quote, send me a message today.

Approved by The Openwork Partnership on the 13/07/2026

Optasia Wealth Management Ltd is an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority

Had my babies first sports day!! So made up for him that he won the race he was most excited for💪
06/07/2026

Had my babies first sports day!!

So made up for him that he won the race he was most excited for💪

26/06/2026

Grateful to be in air con this week!

Going to miss it tomorrow🤣

What a lovely message to receive this morning🥰My main goal is to make the process of getting a new house or remortgaging...
24/06/2026

What a lovely message to receive this morning🥰

My main goal is to make the process of getting a new house or remortgaging as easy as possible for my clients! Love being able to help where I can ❤️

No one can predict what is around the corner but you can be prepared for an unfortunate event or change of circumstances...
03/06/2026

No one can predict what is around the corner but you can be prepared for an unfortunate event or change of circumstances in your heath that will effect you financially by having an insurance policy in place.

We can set up a number of policies that could protect you financially due to accident, injury, illness or death, such as:

- Income Protection
- Accident Protection
- Critical Illness Insurance
- Life Insurance
- Mortgage Protection

If you would like a personal recommendation after an assessment of your needs and a no obligation quote for any of these policies please contact me

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Approved by The Openwork Partnership on the 12/08/2026

Optasia Wealth Management Ltd is an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority

Buying your first home?It’s exciting, but we know it can feel overwhelming too.To make things easier, some lenders let y...
01/06/2026

Buying your first home?

It’s exciting, but we know it can feel overwhelming too.

To make things easier, some lenders let you delay your first mortgage repayment for up to three months. That means more time to settle in, cover moving costs, and start your homeownership journey stress-free.

Ready to take the first step? 🪜 Start your home-buying journey today!

movinghouse mortgagebrokers mortgageadvisor mortgageadvice

Approved by The Openwork Partnership on 07/07/2026

Optasia Wealth Management Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

Is a £5k Deposit mortgage right for you?🏠Saving for a mortgage deposit can be difficult. With the £5k Deposit mortgage, ...
13/05/2026

Is a £5k Deposit mortgage right for you?🏠

Saving for a mortgage deposit can be difficult. With the £5k Deposit mortgage, if you have savings of £5,000 from 18 May 2026 you can apply for the £5k deposit mortgage.

You could qualify for this product if the following applies to you:

✅ - You are a first-time buyer with a deposit of at least £5,000.
✅ - You are aged 18 years or over.
✅ - The property you want to buy is worth between £102,000 and £300,000.
✅ - The property will be your only residence.
✅ - The property is not a new build.
✅ - The deposit it from savings and NOT gifted.

Contact me if you would like any more information on this product and if it would be right for you☺️🏠💃🏼



Approved by the Openwork Partnership on the 13/05/2026

Optasia Wealth Management Ltd is an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority

Address

Southport
PR86JW

Telephone

+447972832525

Website

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