Leodis Wealth | Our services
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Our Services

Every client is unique, with different circumstances and objectives. We are keen to ensure
that our services fully reflect this, whilst at the same time remaining consistent in approach,
responsive to change and competitively priced.

We are therefore very happy to discuss any aspect of your financial circumstances, and we are confident that we will be able to offer a solution which will help to ensure that your goals are achieved in a practical and cost effective way.

You may have savings, a windfall or an inheritance to invest, or existing investments which need to be reviewed in the light of changing market conditions. You may have pension arrangements which are not as clear or effective as you would like. Or you may need more general advice on your overall financial affairs and plans, to ensure that all the relevant elements are complementary, and of greatest importance, that you understand them.

We can help, and an initial discussion with us will cost no more than your time.

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Hi Simon, very exciting times…..can you please thank Dominic for writing to reassure us as clients that you and your team are looking after our assets. From Jane and my perspective we would like to extend our best wishes to you and your team for the support and professional acumen during these strange, but as I have said, exciting times. We are not by far your largest clients I am sure, but we appreciate the personal support.

Best Regards to you and your team, not forgetting Aaron.
Andy & Jane Topham

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Investment Managment

At Leodis Wealth we do not sell products, believing instead that our clients’ interests are best
served by providing them with a service that matches their circumstances and requirements.
Our clients’ hopes, plans, attitudes and preferences are at the heart of our service and as such
our principal objective is to ensure that our business is managed with these values at the forefront
of all that we do.

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Discretionary Management

Once a client’s attitude to risk is established we take into account their specific circumstances, objectives and requirements in order to create a bespoke portfolio. Responsibility for the day to day management of the portfolio is left in our hands and we maintain regular contact with clients to keep them informed of progress.

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Advisory Management

Some clients like to take a more active role in the running of their portfolios and to discuss matters before any changes are made. These clients receive the same high quality service as Discretionary clients, with portfolios constantly monitored and advice provided whilst taking into account individual requirements.

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Administration & Reporting

Leading portfolio management software is used, as effective administration is paramount to providing an efficient and cost effective service. Clients receive a detailed valuation of their assets on a semi-annual basis more often if required) and HMRC approved tax information at the end of each financial year.

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Client Protection &
Regulation

Leodis Wealth is covered by the Financial Services Authority’s client assets regime.

Financial Planning

Every client has differing goals and objectives that are likely to evolve over time. We take great care
to understand these requirements, and work closely with our clients to develop a personalised
strategy that meets their needs and aspirations.

This will involve an assessment of your income and expenditure, assets and liabilities, and your pension and protection arrangements. Your family circumstances can also have an important bearing on your planning, and it is also essential to ensure that the risks and costs involved with any planning undertaken are clearly understood and acceptable.

Our advice and help covers –

  • list-iconProtection against the consequences of illness, incapacity or death.
  • list-iconProvision for both you and your dependants, for example with the use of pensions, wills and trusts.
  • list-iconPreservation of your wealth against the threats of inflation and taxation.
  • list-iconWe will take every aspect of your financial situation into consideration, and only then will we
    recommend a strategy that is right for you.
Personal Taxation

For those clients who do not have an accountant, we have an in-house specialist to assist with your
personal tax affairs, in particular the completion of the annual return. The service includes an annual
tax return and regular reviews with portfolio managers to ensure portfolios are invested in the most
tax efficient manner.

For those clients using external accountants, we produce HMRC approved end of year tax statements for the annual return. For details of the latest UK tax rates please follow this link: Tax Rates 2015/16

Our taxation service is not regulated by the Financial Conduct Authority.

We can help

Whatever your circumstances, having a financial plan will be of benefit.
Contact us for advice on portfolio management, pensions, retirement,
inheritance and windfalls, personal taxation