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.
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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.