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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