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 Notice

As you will all be aware, we are currently in a state of lockdown and we have been asked to work from home to avoid non-essential travel and mixing. 

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…

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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 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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Investor Update 15 December 2020

Given the travel restrictions in place, Canada and Australia have been getting a lot of press of late. The reason of course is the Brexit ‘Deal or No Deal’ with Deal (Canada) and No Deal (Australia) set to go to the last minute of the 11th hour.

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