COVID-19 Update

With the 12th April behind us, and the possible further lifting of restrictions ahead on the 17th of May, it feels like there may be some light at the end of the tunnel. For all the mistakes that have undoubtedly been made, the roll out of the vaccine program has been a greater success than any of us would have imagined and will undoubtedly be the single biggest factor in living with the virus.

As you know, the Leodis team have remained fully operational throughout the pandemic and my sincere thanks go to them for their commitment and focus during what has been an incredibly challenging period. I am only glad that my children are grown up and I didn’t face the home schooling that many of my colleagues did!

The team have remained focussed on delivering the excellent service you have come to expect and have even managed some business development. I am very pleased to confirm that not only is Leodis Wealth bucking the trend by opening another office in York, but we have also acquired a controlling stake in another Yorkshire based firm which will enhance both our team and our client service. There will be more details on this in future updates.

Finally, as we emerge from the pandemic, we remain committed to the fact that this is a relationship business. Whilst our state-of-the-art technology has undoubtedly been invaluable during these difficult times, we are looking forward to seeing you all in person again shortly.

Simon Cocking

Please click the below links to view our previous Covid-19 updates.

Asset Management

We provide you with a hands-on, fully monitored Investment Management service tailored to your specific needs. Our in-house portfolio managers will make all investment decisions for you, using a disciplined investment strategy with a long-term, flexible outlook. When coupled with our Personal Taxation Service, you get “end to end” service at its best.

Financial Planning

Together we will deliver your individual financial planning needs. We take care of your protection, savings and investments to help you plan for the major events in your life. We will help you plan for a secure and happy retirement and assist you with preserving your hard-earned wealth by adopting the most tax-efficient strategies. Our Personal Taxation Service can take the worry and effort out of dealing with your tax affairs.

“We are here to get you the best possible results and ensure our advice is clear, concise and delivered in plain English.

Our clients have put their trust in us for generations, and I’m proud of the commitment of our Asset Management and Financial Planning teams to fulfil our mission day in and day out. We want to make sure that you can achieve your dreams and aspirations.”

Simon Cocking

CEO – Leodis Wealth

Our Promise To You

“You must have confidence and trust in your financial adviser and their support team. We promise to earn that trust with a service that is based on discretion, clarity and integrity and truly tailored to your needs. Building and maintaining a long-term relationship with you is key to the success of your plan and our business. With us, you are in safe hands. That is our promise to you at Leodis Wealth.”

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