CHRIS LEACH & ASSOCIATES - Key Persons

Anthony Heather

Job Titles:
  • Chartered Financial Planner
Anthony joined Chris Leach & Associates in January 2003, having previously specialised in pensions for ten years. Anthony holds a variety of advanced financial qualifications including the prestigious Chartered Financial Planner status. On the 'outside interests' front, he is almost as sad a case as Chris, but he does go to the gym regularly and then undoes all the good work by enjoying exotic cooking.

Claire James

Job Titles:
  • New Business Administration Manager
Claire is responsible for all new business processing together with all ongoing client administration and queries. Having originally joined us as a junior in 1994, she left and worked for another firm of advisers before moving on to a large insurance company but missed us so much that she came back to us when we had a vacancy in 2003.

Jason Evans

Job Titles:
  • Technical Analyst

Judith Phillips

Job Titles:
  • Director
  • Practice Manager
Judith, who hails from Northern Ireland, joined the company in 1989 having worked for a London based advisory practice for several years. She is responsible for running the Practice. Jude combines a mathematical mind with empathy for both clients and staff. She holds all three parts of the Financial Planning Certificate (FPC).

Karen Harmer

Job Titles:
  • Administrator
Karen is likely to be the first voice you hear when you call us. Karen combines a strong secretarial background with excellent interpersonal skills. In her spare time Karen particularly enjoys baking.

Martyn Bulman

Job Titles:
  • Director
  • Financial Adviser
Martyn joined the team in March 2004, having previously worked for a leading provider of financial information. Martyn is working towards Chartered Financial Planner status, having already achieved the Diploma in Financial Planning. A Welsh speaker, he spends most of his day involved in conversations no one else here understands!

Michelle Mcgrath

Job Titles:
  • Compliance

Pippa Loader

Job Titles:
  • Administrator
Pippa joined us in June 2014 and has brought additional skills to our team. With a background in administration and also tv production coordination, she is very project orientated. We look forward to harnessing her skills as we hold more social, charity and also educational events for our clients.