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.

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 15/01/2025

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

Speaking to a mortgage adviser to do an affordability assessment will give you a better and more accurate view on what y...
13/05/2026

Speaking to a mortgage adviser to do an affordability assessment will give you a better and more accurate view on what you can actually afford and could borrow 🏡

Optasia Wealth Management Limited 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 10/03/2025


From messing around with my friends in those classrooms to being featured on their website… didn’t see that one coming. ...
06/05/2026

From messing around with my friends in those classrooms to being featured on their website… didn’t see that one coming.

Feel quite honoured ☺️🎓✨

The answer is YES!You can secure your new rate up to 6 months before your current one is due to end. If the rates drop i...
30/04/2026

The answer is YES!

You can secure your new rate up to 6 months before your current one is due to end.

If the rates drop in the meantime your mortgage broker can change your offer to the lower rate available!! 🏠



YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

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

When looking at protection we offer advice on life, critical illness and income protection.But for those people who may ...
29/04/2026

When looking at protection we offer advice on life, critical illness and income protection.

But for those people who may struggle to get cover with traditional policies accident and sickness protection is a great way to feel confident to live the life you love should life throw you off track through accident or illness.

This type of policy can be helpful for:

- Individuals who have not been accepted by standard life insurance providers due to medical conditions.

- Self-employed individuals who don’t get sick pay or holiday pay and currently have no proof of income to set up income protection.
Individuals who may have an increased risk of accident/illness through work (e.g. manual/blue-collar workers.

- Individuals who play sports and don’t have any other forms of protection currently.

Policy holders can choose how much a month they would like to pay from premiums for their basis cover ranging from £10 to £50 per month.

To see if this policy would suit your needs please get contact and I will be able to arrange this for you.😊



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

Tuesday walks and my happy girl💙🦋🌳
28/04/2026

Tuesday walks and my happy girl💙🦋🌳

28/04/2026

Of course, we wouldn't actually do this🤫, but we can talk all things mortgages🏡



Optasia Wealth Management Limited is an appointed representative of The Openwork

24/04/2026

Happy Friday Hallelujah 🙌🏼

Address

Southport
PR86JW

Telephone

+447972832525

Website

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