Our Approach
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 to achieve what is best for you.
Our experienced financial advisers help you take charge of your financial future. We assess your income and expenditure, assets and liabilities as well as your pension and protection arrangements and look at your family circumstances. Getting a full picture of your individual situation sets the foundation of your financial planning strategy. We will always ensure that the risks and costs involved with our planning services are clearly understood and acceptable to you.
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.
Meet Our 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.
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.
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.