Leodis Wealth Limited is an independent firm of Chartered Financial Planners based in Leeds, West Yorkshire. The company specialises in providing holistic financial planning services to individuals, families, and business owners. Their mission is to help clients plan their finances effectively to achieve their life goals, offering services such as retirement planning, investment management, inheritance tax planning, and protection. As a Chartered firm, they are committed to maintaining a high standard of professionalism and ethical practices as regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom