COVID-19 Notice
As you will all be aware, at 20.30 hrs on the 23rd March 2020 the Prime Minister ordered the cessation of all non-essential travel and our office is now closed.
Despite the office closure, we remain fully operational, with the entire team operating remotely to maintain the high level of service you have come to expect from us. Our communications systems, be that phone or email remain unchanged so please do continue to communicate with us as usual. The only area that may prove slightly more difficult is post, although as you would expect there are arrangements in place to deal with this.
On behalf of the team, I would like to thank each and every one of our clients for their continuing support and we all wish you and yours good health through this worrying period. We look forward to seeing you all again as soon as possible.
To read our previous official statement regarding this issue, please click below.
How Our Team Will Help You
In an ever-changing investment environment, you need a steady and experienced hand to guide you towards success. Our Asset Management service offers you a disciplined active approach with our discretionary in-house portfolio…
What Do We Offer?
Discretionary Management
We will discuss your specific objectives as well as both your attitude to risk and your capacity to tolerate that risk to create a portfolio that fulfils your individual requirements. You then leave the responsibility for the day-to-day management of your portfolio at our discretion. We will provide you with regular performance progress reports to keep you informed and reassured. Your trust in our dedicated and experienced investment team is rewarded with a first-class asset management service that has your best interests at its very heart.
Personal Tax Service
Your tax no longer needs to be taxing. We will assist you with all your personal tax affairs including your annual tax return. Our in-house specialist completes and submits your annual tax return for you and reviews your investments regularly with your portfolio manager to ensure maximum tax efficiency. By leaving your tax and investment affairs in our capable hands, you can be sure that they are managed in the most tax-efficient manner.
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Useful Articles and News
Investor Update 26th May 2020
After the global stockmarket rally in April, May has been more settled (so far) although it still feels as if the investment world is in limbo, fighting a two-way pull. Glass half-full – things will get better and equities are forward-looking investments.
Leodis Wealth 2020/21 Tax Guide
Here you will find a copy of our useful 2020/21 tax guide. This guide details rates applicable to those resident in England. Some rates for Scottish residents are different and further guidance and advice should be sought.
Investor Update 5th May 2020
As the UK and much of the wider world edges past peak infection, we are constantly reminded that we are not out of the woods yet. As we noted last week, the same can be said for markets, despite the US recording its largest monthly gain since 1987 in April.