Finance with Bally

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Leamington Spa
Finance with Bally

Approved by The Openwork Partnership on 15/04/2026

Financial Adviser

Helping individuals and families secure their financial future with expert advice on pensions, inheritance tax efficient planning,investments, life insurance and business protection.

01/01/2026

As we step into a new year, I’d like to wish everyone a happy and healthy New Year.
Thank you for your continued support here’s to a positive year ahead.

27/11/2025

Autumn Budget 2025

05/11/2025

Wishing everyone a very Happy Gurpurab! 🙏✨

May the divine teachings of Guru Nanak Dev Ji guide us toward a life filled with truth, compassion, humility, and peace.
May this sacred day bring light to your home, wisdom to your path, and prosperity to your heart.

Waheguru Ji Ka Khalsa, Waheguru Ji Ki Fateh 💫

25/09/2025

Finance with Bally is a trade name of Leam Financial Services, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by the Openwork Partnership on 25th September 2025.

03/09/2025

🌟 I’m really pleased to share that financewithbally is now officially approved as a trading name of Leam Financial Services, through The Openwork Partnership.

This is an exciting step forward, giving me a platform that reflects both my personal approach and professional expertise.

Through financewithbally, I’ll continue to share guidance on:
🌿 Pensions
🌿 Investments
🌿 Protection
🌿 Effective Inheritance Tax Planning

My aim is simple: to make financial planning clearer, more accessible, and tailored so you feel confident in the choices you make for your future.

Thank you for being part of this journey and for your continued support 🙏

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Finance with Bally is a trade name of Leam Financial Services, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 03/09/25

09/05/2025

What a week it’s been at The Openwork Partnership head office in Swindon! Just wrapped up the Wealth Skills Course and added another wealth qualification to the list.

Big thanks to the fantastic trainers Matt, Mike, and Guy for making it the most engaging and insightful course I’ve done in a long time.

Looking forward to using what I’ve learned to better support my amazing clients!

10/04/2025

Really enjoyed the first Wellness Warriors event hosted by Meeta! It was such a great space to connect with like-minded people and have meaningful conversations. Big thanks to Meeta for bringing such an inspiring group together already looking forward to the next one!

07/04/2025

Starting the week with kind words from a wonderful client.

Grateful for the trust and proud to make a difference one financial plan at a time.
Here’s to a positive and productive week ahead!

11/02/2025

A letter changed my life.

Little things can be life-changing – like the letter from hospital you never thought you'd get.

So here’s one little thing you can do to protect your financial future, if a critical illness leaves you unable to work. Talk to us about critical illness cover today.

Approved by The Openwork Partnership on 11/09/2024.

08/02/2025

Busy week of networking! 🤝✨ Attended three amazing events, connecting with inspiring local businesses, entrepreneurs, and professionals. Grateful for the opportunities and great conversations!

Address

1a Cross Road
Leamington Spa
CV325PB

Website

https://www.leamfinancialservices.co.uk/

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