Our Services

Our services provide you with Investment Management options that suit your personal circumstances and risk appetite. Your investments join our consistent investment cycle that is tax-efficient, responsive to change and competitively priced

Investment Management

Successful investing requires a disciplined approach that is also responsive to a rapidly changing economic and investment environment.

In our hands, your assets will enter our proven investment cycle strategy:

  • Asset Allocation
    We use regular meetings and a thorough research process to determine our preferred exposure to the major asset classes for your investments.
  • Investment Selection
    We select your investments using a multi-asset approach and by choosing a wide range of alternative non-correlated investments to keep risk strictly within your risk parameters. We utilise market-leading research tools in our selection process.
  • Monitoring
    We continuously monitor your portfolio and investments to react to the ever-changing economic and investment environment.
  • Portfolio Review
    Our Investment Committee meets regularly to review and discuss our risk-rated strategies and apply them to your 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

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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