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
Investor Update – 11th July 2022
A brutal second quarter in global equity markets has led to the worst first half of the year for more than a decade.
Leodis Wealth 2022/23 Tax Guide
Here you will find a copy of our useful 2022/23 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 7th April 2022
At the turn of the year, we forecast a period of heightened uncertainty and deliberated on whether the market optimism was justified. Then of course, the Ukraine war was not on the agenda and our thoughts rightly remain with those caught up in the dreadful conflict.