Leodis Wealth | Asset Management
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Financial Planning:

Professional guidance tailored to you


Asset Management:

Investment discipline in a volatile world


Personal Taxation:

Making tax less taxing

The best time to plant a tree was twenty years ago, the next best time is now.

Chinese Proverb

Leodis Wealth is a Yorkshire based wealth management firm, specialising in portfolio management and financial planning for individuals, their trusts and pension funds.

We have provided comprehensive, professional and independent advice to our clients for generations – clients who appreciate a competitively priced, bespoke and first class personal service from an experienced, reliable and reputable team.

Simon, I am just dropping you a short note to express our thanks for the service provided by the Leodis team over recent months. You and I have worked together for a number of years now and more recently I introduced you to Susan. Whilst we have always appreciated your informed and considered advice, the service provided by Aaron and the rest of the Leodis team has undoubtedly added to the overall experience. They always seem prepared to go the extra mile! I look forward to seeing you again very shortly.
Regards, Ben
Latest News

If you are a prospective or current client requiring account documentation, or interested in reading more about Leodis Wealth and our services, we have made available a number of useful news articles that you may download.

Market Information

Please see our market information, covering a broad variety of financial vehicles including Stocks, Bonds, Commodities, Currencies, Interest Rates, Futures and Options.





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