The company began its operations from its Cardiff Office in 2004 and provides a range of the services to businesses and individuals focusing on investment management, employee pension benefits on protection policies.

The Company is owned jointly by its Directors and Leabold Investments Ltd, an independent equity partner. The day to day running of the Company is managed by Anthony Parfitt (Managing Director), Derek Lavington (Director/Compliance Officer) and Graeme Delf (Director) with support of a dedicated team.

Now based in Abercynon, we are proud to be a Welsh business dealing with customers from all over the UK.

Leabold Financial Management Limited is authorised and regulated by the Financial Conduct Authority, details of which are available from the FCA Register at

We are also proud sponsors of LATCH Children’s Cancer Charity, for every returned Customer Feedback from we received we will donate £5 to this worthy cause.


The meeting I had with the Leabold Financial Adviser was very helpful & Professional and met all my expectations.

Mr Dallimore – March 2019

Helpful & professional

Whenever we have a question our adviser has always been available to offer friendly and helpful advice and expectations.

Mr & Mrs Martin – October 2018

Friendly and helpful advice