COVID-19 Update

With “Freedom Day” behind us, we remain in a very different world to that of 18 months ago. Whilst the vaccine program has been a great success and the economic recovery has started in earnest, we still need to spare a thought for those who have lost friends, family and jobs and to realise that this may be far from over.

We also need to look beyond the coming months and plan for a world of debt repayment and increased taxation. You all know the Benjamin Franklin proverb  “nothing is certain except death and taxes” and I would wager that never before has this been so true. It’s not all bad news though, the economic recovery is stronger than many would have believed and markets have remained very buoyant. Whilst taxes will necessarily rise it remains fair to say that good advice and planning can mitigate the worst of it.

As you know, the Leodis team have remained fully operational throughout the pandemic and my sincere thanks go to them for the commitment and focus they have demonstrated during what has been an incredibly challenging period.

As we emerge from the pandemic, we remain totally committed to the fact that this is a relationship business. Whilst our investment in state-of-the-art technology will continue, we are now operating fully manned offices (with an enhanced team spirit) and are once again enjoying the good company of our clients.

We look forward to seeing you soon.

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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