Lead Financial

Lead Financial Lead Financial was founded by Lee and Adam, two seasoned professionals in the financial services industry.

With a shared vision and a wealth of combined experience, they have established a firm that embodies a personalised, client-centric approach.

We are proud to sponsor Lee’s son Fraser and his football team Lovely group of lads with bright futures ahead of them ⚽...
06/03/2026

We are proud to sponsor Lee’s son Fraser and his football team Lovely group of lads with bright futures ahead of them ⚽️

Wishing all of our friends, clients and families a very Merry Christmas and a Happy New Year.
25/12/2025

Wishing all of our friends, clients and families a very Merry Christmas and a Happy New Year.

Thanks to 2 plan wealth management for allowing us to hold our end of year review. #2026
11/12/2025

Thanks to 2 plan wealth management for allowing us to hold our end of year review. #2026

We are out of the office. The Plymouth office is closed until Oct 31st. Any enquiries please email info@leadfinancial.co...
20/10/2025

We are out of the office. The Plymouth office is closed until Oct 31st. Any enquiries please email [email protected]

Good luck Ryder Cup Europe this weekend!
25/09/2025

Good luck Ryder Cup Europe this weekend!

We have really enjoyed running a Pension clinic for a company in London over teams these last 2 weeks. Offering each mem...
03/06/2025

We have really enjoyed running a Pension clinic for a company in London over teams these last 2 weeks. Offering each member of staff a 15 minute slot to discuss any queries they may have. The feedback has been great.

New signage is up. Thank you to for having us in Valley House.
07/01/2025

New signage is up. Thank you to for having us in Valley House.

Merry Christmas from Lead Financial! Wishing all of our friends and clients a fantastic festive period. See you all in 2...
20/12/2024

Merry Christmas from Lead Financial! Wishing all of our friends and clients a fantastic festive period. See you all in 2025

Happy Halloween!
31/10/2024

Happy Halloween!

Life is unpredictable, but your protection shouldn't be. Our insurance and protection service offers peace of mind for y...
22/10/2024

Life is unpredictable, but your protection shouldn't be. Our insurance and protection service offers peace of mind for you and your loved ones. From safeguarding your assets to ensuring your family's financial security, we've got you covered every step of the way. Let's prioritise your peace of mind together!

Address

Unit B, Valley House, Valley Road
Plymouth
PL71RF

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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