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. 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 the initial meeting will be at our expense.. Leodis Wealth is authorised and Regulated by the Financial Conduct Authority.