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