Leodis Wealth | About us
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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.

At Leodis Wealth, we know how essential it is to establish close, long term working relationships with our clients, ensuring that we fully understand their objectives and requirements. We believe that our tailored and transparent approach, coupled with a long term outlook is the best route to achieving positive results in preserving and enhancing wealth.

We are covered by the Financial Ombudsman Service, whose website address is www.financial-ombudsman.org.uk

Meet the Team

Paul Smith MCSI. – Director

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Simon Cocking DipPFS. – Director

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Dominic Key MCSI. – Investment Director

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Lisa Wilson – Tax adviser

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Daniel Mann BSc. – Investment Executive.

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Claire Harvey – Investment Administrator

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Aaron Black – Compliance Manager.

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Elspeth Whittaker Chartered MCSI. – Senior Administrator

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Phil Organ Chartered MCSI – Associate Director

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Core Values

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 the following values
and attributes in mind:

Client Focused

Client Focused

It is essential that a client has confidence
and trust in his or her advisers. Our service
is based on discretion, clarity and integrity,
placing great importance on building and
maintaining long-term relationships with
our clients.

Independence

Independence

It is essential that a client has confidence
and trust in his or her advisers. Our service
is based on discretion, clarity and integrity,
placing great importance on building and
maintaining long-term relationships with
our clients.

Long Term

Long Term

It is essential that a client has confidence
and trust in his or her advisers. Our service
is based on discretion, clarity and integrity,
placing great importance on building and
maintaining long-term relationships with
our clients.

Holistic Service

Holistic Service

In addition to portfolio management, we
offer a wide range of services as part of a
complete wealth management
proposition, utilising the services of trusted
third parties where appropriate.

Value For Money

Value For Money

In addition to portfolio management, we
offer a wide range of services as part of a
complete wealth management
proposition, utilising the services of trusted
third parties where appropriate.

Forward Thinking

Forward Thinking

In addition to portfolio management, we
offer a wide range of services as part of a
complete wealth management
proposition, utilising the services of trusted
third parties where appropriate.

Investment Approach

Successful investing requires a disciplined approach and in a rapidly changing investment
environment we believe that active portfolio management and a long-term flexible outlook is
key to the success of any strategy.

A multi-asset approach is utilised to ensure appropriate diversification and our team
of experienced managers all contribute to the research process, which is conducted in-house
and supplemented by our access to global investment bank research.

Finding the correct asset allocation is fundamental to generating positive returns and our
managers meet on a regular basis to determine our preferred exposure to the major asset
classes. Appropriate individual investments are then selected and the results are applied to
our core risk rated investment strategies that form the basis of our clients’ portfolios.

We believe in independent thinking and a common sense approach to investing, where the client's needs are our primary consideration. Active wealth management involves some risk to capital, and with this in mind, we see risk management as a vital part of the process. To this end we utilise a wide range of 'alternative' non-correlated investments outside the traditional.
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