Use of this website and documents available through it is subject to the following terms. Your continued use of this website indicates your acceptance of these terms. For any further information about this website, please contact us at info@leodiswealth.com.

The information and services described on this website are not intended to be used by or to be available to, persons accessing the website from outside the United Kingdom. The use of this website is subject to English law and the jurisdiction of the English courts.

This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the Financial Services and Markets Act 2000, in any jurisdiction other than the United Kingdom.

Investors who are resident in or citizens of countries other than the United Kingdom may be subject to local restrictions. In particular, no offer or invitation is made to any US persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof), who are excluded from the products or services offered in this site.

Please note that the value of investments and the income derived from them may rise or fall and you may get back less than you invested. Past performance is not a guide to future performance.

No investment is suitable in all cases and if you have any doubts as to an investment’s suitability then you should contact us. Any tax allowances or thresholds mentioned are based on personal circumstances and current legislation which is subject to change.

The information on this website has been obtained from sources which we believe to be reliable and accurate, but without further investigation, this cannot be warranted. We are not responsible for the data policies, procedures or the content of external websites that are linked from our webpages.

While we make every effort to keep the information on this website up to date, we cannot guarantee that it will be at all times.

For the purposes of the Financial Services and Markets Act 2000 this website has been approved by Leodis Wealth Limited, which is authorised & regulated by the FCA (Financial Conduct Authority).

We may process personal data relating to you in accordance with the Data Protection Act 2018 as amended and any other regulations relating to data protection, as to what we may do with such data.

We have regard to the Stewardship Code when managing investments for professional clients. It is our policy to review the performance of investee companies and take appropriate action where necessary. Our policy on conflicts of interest, and on voting rights for professional clients, is available on request.

We exclude to the fullest extent permitted by law all liability for loss or damage howsoever arising out of use of this website or reliance upon its contents. This does not include an exclusion of liability for death or personal injury arising from our negligence, or for loss or damage arising from fraud, nor does this affect your statutory rights.

Tax advice which contains no investment element is not regulated by the Financial Conduct Authority. Information regarding taxation levels and basis of reliefs are dependent on current legislation and individual circumstances, are not guaranteed and may be subject to change.

Leodis Wealth Asset Management is a trading style of Leodis Wealth Limited and is authorised and regulated by the Financial Conduct Authority No. 707896.

Registered company address: First Floor, Leodis House, 11 Pavilion Business Park, Royds Hall Road, Leeds, LS12 6AJ. Registered in England and Wales No. 09634747.

Leodis Wealth Financial Planning Limited is an appointed representative of Leodis Wealth Limited which is authorised and regulated by the Financial Conduct Authority No. 841469. 

Registered company address: Ground Floor, Leodis House, 11 Pavilion Business Park, Royds Hall Road, Leeds, LS12 6AJ. Registered in England and Wales No. 11950679.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.