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 Update January 2022

 

As we are all aware, the governments Plan B restrictions have been lifted, including the “work from home if possible” rule. We are therefore pleased to confirm that all Leodis personnel returned to the office on 31st January. Whilst the team have coped enviably with the ever-changing situation over the last two years, it is refreshing (and more productive) to be back together again.

The Leodis team recognise that the Covid pandemic has affected clients in different ways, and we have adapted our business to offer our services virtually. However, we want to reassure clients that we remain a relationship focussed business and we aim to continue interacting with clients face to face, where they are comfortable with this.

Lets hope that 2022 is a new beginning and a prosperous year for all!

 

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…

Find Out More About The Financial Planning Team

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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