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  11. Chris Leach & Associates Ltd

Chris Leach & Associates Ltd

Independent Financial Adviser  Telynfa, Cardiff, CF15 9HJ
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FCA authorised
Last authorised 18th October 2021
Innovative solutions for creating & managing wealth.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Stockbroking services
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Long term care
Meet our advisers
MR Martyn Bulman
MR Anthony Heather
MS Christine Leach
About us

Chris Leach & Associates Ltd has been in business for close to 30 years and has been providing fully independent financial advice throughout.  With other advisers changing companies and affiliations on a regular basis we stand for stability, continuity and longevity.  When we say we'll look after you throughout your lifetime, we mean it.

Our client driven ethos permeates the company. We work as a team and so not only do you have the expertise and care of your Financial Adviser, you will also have a team of caring and knowledgeable individuals working behind the scenes to help you achieve your aims.

Our services

Understanding your aims and goals takes time.  We always ensure we take whatever time is necessary to get to the heart of what is really important to you.  We do not seek to just meet your expectations but to exceed them. 

We do not advise on just one area of your financial planning. The real value in what we do comes from the interaction between the different areas and the development of a long term financial plan

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Telynfa, Main Road, Gwaelod-Y-Garth, Cardiff, CF15 9HJ

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