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Asset Management

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However you've acquired or built your wealth - through the sale of a business, an inheritance or windfall, we can arrange a first-class asset management service through our subsidiary, Leodis Wealth LLP.

Leodis Wealth specialises in all aspects of investment management and financial planning for private clients, their pension funds and trusts, using an active and innovative approach which enables us to offer the best solutions for you.

If, like us, you believe experience and reliability should underpin any service, you will be glad to know that Leodis Wealth has provided comprehensive, bespoke and totally independent advice to our private clients for generations, clients who appreciate a competitively priced and first class personal service from a reputable, accomplished team.

For more information about how Leodis Wealth can help/about  the services provided by Leodis Wealth, visit the Leodis Wealth website.

"Thank you for keeping an eye on my investments, especially during the current difficult financial situation. Your efforts are much appreciated"


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