LEABOLD FINANCIAL MANAGEMENT LIMITED

• Principal Place of Business

  Valleys Innovation Centre

  Navigation Park

  Abercynon

  Rhondda Cynon Taf

  CF45 4SN

  UNITED KINGDOM

  Phone

  +4401443749991

  Web

  https://www.leabold.co.uk

• Complaints Contact

  Michael Wood Wealth Management Ltd

  Valleys Innovation Centre

  Navigation Park

  Abercynon

  Mountain Ash

  Rhondda Cynon Taf

  CF45 4SN

  UNITED KINGDOM

  Phone

  +4401443749991

• P2P Lending Advice

  For Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Graeme William Delf

  IRN GWD00003

  • [FCA CF] Functions requiring qualifications (31 Mar 2021 to 5 Jan 2023)
  • SMF3 Executive Director (9 Dec 2019 to 18 Jan 2023)
  • CF1 Director (29 Feb 2012 to 8 Dec 2019)
  • CF30 Customer (3 Jun 2009 to 8 Dec 2019)
• Jeremiah Phillip Smith

  IRN JPS00048

  • CF30 Customer (26 Mar 2009 to 29 Oct 2009)
• John Trevor Bevan

  IRN JTB01056

  • CF2 Non Executive Director (17 Nov 2004 to 8 Dec 2019)
• Justin Byron Alcwyn Thomas

  IRN JXT84235

  • [FCA CF] Client dealing (30 Nov 2023 to 11 Jan 2024)
  • [FCA CF] Functions requiring qualifications (30 Jan 2023 to 11 Jan 2024)
• Leanne Marshall

  IRN LXM00639

  • [FCA CF] Client dealing (30 Nov 2023 to 30 Nov 2024)
• Michael John Wood

  IRN MJW01331

  • Director of firm who is not a certification employee or a SMF manager (since 29 Aug 2025)
• Richard Streeter

  IRN RXS01599

  • CF30 Customer (19 Mar 2015 to 8 Dec 2019)
• Robyn Armitage

  IRN RXA00379

  • [FCA CF] Functions requiring qualifications (23 Jan 2023 to 8 Jul 2023)
• Stephanie Lewis

  IRN SXL00311

  • [FCA CF] Functions requiring qualifications (13 May 2020 to 6 Nov 2022)
• Stephen Perkins

  IRN SXP02999

  • [FCA CF] Functions requiring qualifications (5 Dec 2023 to 19 Apr 2024)
  • [FCA CF] Client dealing (30 Nov 2023 to 19 Apr 2024)

No changes recorded yet.