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.
Our Client Portal
Useful Articles and News
Phil Organ Gives his Outlook for 2019
When looking at what 2019 holds for us, it’s hard to give a definitive answer, because there is a lot of uncertainty ahead of Brexit on March 29th. However, before considering that, it’s worth highlighting the influence that the current year’s events will have on us next year.
Learn more in this article.
Phil Organ on Just Group’s Retirement Risk Index
Just Group’s Retirement Risk Index is an excellent idea in that most people are familiar with the term ‘pension’, but too many will not have considered the importance of a pension to themselves and their family.
Spring Statement 2019
With so much uncertainty around Brexit, it is understandable that there are doubts as to whether the Spring Statement 2019 will happen and, if it does, what it will entail.
Not one to shy away from an opinion, Leodis Director, Phil Organ shares his opinion ahead of the announcement.