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.

COVID-19 Update

With the 12th April behind us, and the possible further lifting of restrictions ahead on the 17th of May, it feels like there may be some light at the end of the tunnel. For all the mistakes that have undoubtedly been made, the roll out of the vaccine program has been a greater success than any of us would have imagined and will undoubtedly be the single biggest factor in living with the virus.

As you know, the Leodis team have remained fully operational throughout the pandemic and my sincere thanks go to them for their commitment and focus during what has been an incredibly challenging period. I am only glad that my children are grown up and I didn’t face the home schooling that many of my colleagues did!

The team have remained focussed on delivering the excellent service you have come to expect and have even managed some business development. I am very pleased to confirm that not only is Leodis Wealth bucking the trend by opening another office in York, but we have also acquired a controlling stake in another Yorkshire based firm which will enhance both our team and our client service. There will be more details on this in future updates.

Finally, as we emerge from the pandemic, we remain committed to the fact that this is a relationship business. Whilst our state-of-the-art technology has undoubtedly been invaluable during these difficult times, we are looking forward to seeing you all in person again shortly.

Simon Cocking

Please click the below links to view our previous Covid-19 updates.

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…

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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

Our client portal is your secure electronic gateway to an online space where you can view both up to date valuations, historical data and information relating to your account. You will find this to be a safe and convenient sharing mechanism between us that is accessible 24/7.

Useful Articles and News

Leodis Wealth Market View – July 2021

The first half of the year has ended on a largely positive note as the UK continues its tentative steps towards a return to normality. Momentum has slowed from the initial surge as the emergence of vaccinations last November offered a way past the pandemic, but that was to be expected.

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Leodis Wealth 2021/22 Tax Guide

Here you will find a copy of our useful 2021/22 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.

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Investor Update 23rd February 2021

Those with long memories, or who have studied the 70s and early 80s, will understand how the spectre of inflation can strike fear into rational people. However, it is worth noting that rampant inflation has not been a serious problem in the UK for over 30 years now.

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