COVID Update January 2022

 

As we are all aware, the governments Plan B restrictions have been lifted, including the “work from home if possible” rule. We are therefore pleased to confirm that all Leodis personnel returned to the office on 31st January. Whilst the team have coped enviably with the ever-changing situation over the last two years, it is refreshing (and more productive) to be back together again.

The Leodis team recognise that the Covid pandemic has affected clients in different ways, and we have adapted our business to offer our services virtually. However, we want to reassure clients that we remain a relationship focussed business and we aim to continue interacting with clients face to face, where they are comfortable with this.

Lets hope that 2022 is a new beginning and a prosperous year for all!

 

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.”

Contact Asset Management Contact Financial Planning