Financial Planning

Together we will deliver your individual financial planning needs. We take care of your protection, savings and investments to help you plan for the major events in your life. We will help you plan for a secure and happy retirement and assist you with preserving your hard-earned wealth by adopting the most tax-efficient strategies. Our Personal Taxation Service can take the worry and effort out of dealing with your tax affairs.

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

Life is constantly changing and so are your personal circumstances, goals and objectives. We know that understanding all about you is vital to develop a tailored financial planning strategy that meets your needs. We work closely with you…

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Useful Articles and News

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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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

Diary of an Adviser: Simon Cocking

FT Adviser has featured our very own Simon Cocking in their ‘Diary of an Adviser’ piece this month. Read all about what’s it’s like both in and around the world of wealth management.
Dog walking and a spot of culinary magic in the kitchen provide a welcome respite from wealth management, for this week’s financial planner.

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