In a rapidly changing investment environment we keep portfolio volatility at a minimum.

Our investment professionals have the expert knowledge and long-standing experience to provide you with a tailored strategy that reacts to the ever-changing investment environment.

Our Approach

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 management service. By leaving your investments in our capable hands, you get a flexible, long-term outlook strategy that benefits from a range of opportunities.

Our experienced portfolio managers use strategies that have proven to be successful for generations of Leodis clients. We employ diversification in our asset allocation combined with core risk-rated investment strategies. Our independent thinking and common-sense approach enable us to put your needs first.

Our Culture

Independent Advice

In contrast to the restricted financial advice model where advice is limited to certain products or providers, Leodis are independent financial advisers (IFAs). This means that we provide professional, impartial advice first and foremost. Often our advice will not lead to the purchase of a product, but when it does, we have unrestricted access to the entire market place. You, therefore, get the very best advice and service tailored just for you and your objectives.

Integrity

We take pride in being honest and transparent. We believe in straight-talking in plain English. Your trust and confidence in us to look after your financial affairs are vital. We will tell you what we can and cannot do and will only advise on and recommend services to you that are the best fit for your circumstances and goals. We will keep you informed about all the processes and strategies we employ while working with you.

Perception

We invest as much time as is required to understand your circumstances. Your aspirations and wishes guide us in giving you the advice that is right for you and your family. Our considerable experience in delivering individual solutions to our clients has given us the perceptions that are vital to provide you with a service that suits you best.

Collaboration

We believe that partnerships are the key to success. We work in partnership with our clients and also use a number of trusted third parties for help in specialist areas. Working closely with other finance professionals allows us to achieve the best outcomes for you. We place great importance on integrity and respecting business boundaries, which is also a vital part of our due diligence process.

Friendly Teams

Listening to you is the key to our success. Acting upon your wishes is as much a part of our business process as it is a way of getting to know you. Our personal and friendly approach will demonstrate that we genuinely have your best interests at heart. You will always find an open ear for your questions. Our answers will be straightforward without any confusing jargon you don’t understand.

Sustainability

We believe in building an environmentally sustainable and socially responsible business. We are keen to reduce our carbon footprint and reduce the amount of paper that our industry typically uses. We have invested in technology to assist with this and we will continue this important journey.

We also actively support numerous charities including Martin House Childrens Hospice, through events and staff initiatives.

Meet Our Team

With 35 years in financial services and wealth management, Simon joined the firm in 2013 and was appointed CEO in February 2019. He still actively advises clients and believes this enables him and the business to stay in touch with what clients really want from their advisers. He has the overall responsibility for the growth of Leodis Wealth and achieving the best results for its clients.

Simon Cocking

CEO – DipPFS

Contact Me

With nearly 40 years in Investments and Private Client Management, Phil joined the firm in 2017. He chairs our Investment Committee and is on the board of directors to support Simon Cocking.

Phil Organ

Director – Chartered MCSI

Contact Me

Having previously advised private clients for a number of investment institutions, Dominic has been responsible for managing our private client and trust portfolios since 2002.

Dominic Key

Investment Director – MCSI

Contact Me

An accountancy graduate from Dundee University, Daniel joined us in 2005. His responsibilities include investment research and supporting the managers with the analysis of client portfolios.

Daniel Mann

Investment Executive – BSc, IMC

Contact Me

Elspeth joined the firm in February 2001. As our Senior Investment Administrator, she is responsible for overseeing the firm’s administrative functions.

Elspeth Whittaker

Senior Administrator – Chartered MCSI

Contact Me

Greg has over five years of experience in the financial services industry, having previously worked at one of the UK’s largest private stockbrokers, supporting wealth managers and their clients in order to provide a high-quality service.

Greg Lodge

Administrator/Trainee Paraplanner

Contact Me

Aaron followed Simon in 2013, having worked alongside him since 2006. Aaron is responsible for all aspects of compliance across both businesses. He also works alongside the directors in developing and maintaining client relationships.

Aaron Black

Compliance Manager – BA (Hons)

Contact Me

Lisa has over 20 years of experience with leading accountancy firms and joined Leodis to run our Personal Tax Service in 2012.

Lisa Wilson

Tax Adviser

Contact Me

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

Investor Update 30 June 2020

Much media and investors attention focusses upon equity markets particularly when they slump as happened when the COVID 19 pandemic went global. The fall in the FTSE 100 became front page news, or whatever the on-line equivalent is these days!

Read More

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.

Read More

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.

Read More