Helping you to make plans for the life you want to live

Your goals – Our guidance

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

With 35 years in financial services and wealth management, Simon joined the firm in 2013 and was appointed CEO in February 2019. He still actively advises clients and believes this enables him and the business to stay in touch with what clients really want from their advisers. He has the overall responsibility for the growth of Leodis Wealth and achieving the best results for its clients.

Simon Cocking

CEO – DipPFS

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Greg has over five years of experience in the financial services industry, having previously worked at one of the UK’s largest private stockbrokers, supporting wealth managers and their clients in order to provide a high-quality service.

Greg Lodge

Administrator/Trainee Paraplanner

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Aaron followed Simon in 2013, having worked alongside him since 2006. Aaron is responsible for all aspects of compliance across both businesses. He also works alongside the directors in developing and maintaining client relationships.

Aaron Black

Compliance Manager – BA (Hons)

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Lisa has over 20 years of experience with leading accountancy firms and joined Leodis to run our Personal Tax Service in 2012.

Lisa Wilson

Tax Adviser

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Useful Articles and News

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.

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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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Fail to Plan and You’ll Plan to Fail: Our Pension Advice Ahead of Pension Awareness Day

As we head towards Pension Awareness Day we should all take some time to consider what our retirement years will look like.

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