Leabold Financial Management

Independent Financial Adviser  Valleys Innovation Centre, Abercynon, CF45 4SN
First meeting at adviser's own cost
Planning your tomorrow, today.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 15th August 2022
Meet our advisers
Stephanie Lewis
Financial Adviser
Chris May
Financial Adviser
Graeme Delf
Financial Adviser
Charlotte Williams
Financial Adviser
About us

We are a firm of professional financial advisers providing a range of advice services to individuals, businesses, pension scheme trustees and other professional firms. We charge only for advice. Any related transactions you may require are included within that price.

Our services

- Investment Portfolio Advice
- Single Investment Advice
- Pension Transfer Advice
- Retirement Planning Advice
- Personal Protection Advice
- Estate Planning Advice
- Personal Taxation Advice
- Workplace Pension Advice
- Group Death in Service Advice
- Hourly Charged Advice

Where to find us
Head office address: Valleys Innovation Centre, Navigation Park, Abercynon, CF45 4SN
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£51,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 15th August 2022

Similar advisers near you

Independent Financial Adviser 2.73 mi
We are a team of award winning financial advisers based in Pontypridd. We offer a free initial review.
 
Restricted - whole of market 3.36 mi
Our success has been based on three core principles: integrity, professionalism and service We believe in long term relationships and a bespoke client service.
 
Independent Financial Adviser 4.63 mi
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
 
Independent Financial Adviser 5.32 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.