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 “Freedom Day” behind us, we remain in a very different world to that of 18 months ago. Whilst the vaccine program has been a great success and the economic recovery has started in earnest, we still need to spare a thought for those who have lost friends, family and jobs and to realise that this may be far from over.

We also need to look beyond the coming months and plan for a world of debt repayment and increased taxation. You all know the Benjamin Franklin proverb  “nothing is certain except death and taxes” and I would wager that never before has this been so true. It’s not all bad news though, the economic recovery is stronger than many would have believed and markets have remained very buoyant. Whilst taxes will necessarily rise it remains fair to say that good advice and planning can mitigate the worst of it.

As you know, the Leodis team have remained fully operational throughout the pandemic and my sincere thanks go to them for the commitment and focus they have demonstrated during what has been an incredibly challenging period.

As we emerge from the pandemic, we remain totally committed to the fact that this is a relationship business. Whilst our investment in state-of-the-art technology will continue, we are now operating fully manned offices (with an enhanced team spirit) and are once again enjoying the good company of our clients.

We look forward to seeing you soon.

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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