Amber River Leodis Wealth
Leodis Wealth is now part of the Amber River group
Existing client?
No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB
Existing client?
Please log into our client portal
Home › Offices › Leodis Wealth › Leeds office
Simon and the Leodis Wealth team are still offering the same expert financial planning advice, just under a new name. Welcome to Amber River Leodis Wealth.
Based in Leeds, West Yorkshire, our Amber River Leodis Wealth team specialises in portfolio management, tax planning and financial planning for individuals.
The team provides comprehensive, professional and independent advice to clients, who appreciate the bespoke and first-class service delivered by the experienced, reliable and reputable team.
Amber River Leodis Wealth prides itself on building close, long-term relationships with clients. The team believe a tailored and transparent approach, coupled with a long-term outlook, is the best route to preserving and enhancing wealth.
Meet the Amber River Leodis Wealth team
Here are just some of the faces and stories behind our Amber River Leodis Wealth team.
Our services
Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.
Retirement planning
When work stops, life continues. With careful planning, we can make sure you enjoy a fulfilling retirement
Business owners
Whatever stage your business is at, we'll help provide a future-proof financial framework
News and views
5 ways to make tax-efficient investments
Tax-efficient investments can make a huge difference to the amount of wealth you accumulate over time. We…
Could paying for your child’s wedding result in an IHT bill?
While it’s traditional for parents to contribute, did you know paying for your child's wedding could result…
What to ask when choosing an income protection policy
Are you thinking about taking out income protection cover? Before you do, read this article to avoid buying a…
What to ask when taking out critical illness cover
Are you thinking about taking out critical illness cover? Before you do, read this article to avoid buying a…
What to ask when taking out a life insurance policy
If your family relies on your income, life insurance is one of the simplest and most cost-effective ways to…
9 ways to reduce the inheritance tax bill for your family
There are many ways to reduce inheritance tax for your family. A good financial planner might be able to help…
Why everyone should set up a Power of Attorney
As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is…
How much should I save for a pension?
If you're self-employed and want to give yourself the best chance of getting the best possible mortgage, it's…
Savings and investments for the self-employed
We explore tax efficient investments for self-employed people. Helping you make the most of your money over…
Call: 0113 4650 333
Amber River Leodis Wealth has achieved the gold standard for financial advice. As Chartered Financial Planners, its advisers are experienced, professionally qualified and committed to developing their knowledge and education in order to serve you better.
Small, but important print
We adhere to the FCA’s principles of Treating Customers Fairly (TCF). Read more here
Amber River Leodis Wealth is a trading name of Leodis Wealth Limited, which is authorised and regulated by the Financial Conduct Authority No. 707896.
Registered company address: Leodis House, 11 Pavilion Business Park, Royds Hall Road, Leeds, LS12 6AJ. Registered in England and Wales No. 09634747
Leodis Wealth Limited’s policy is to rebate all the interest it receives from Third Platform Services Ltd to client accounts monthly.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
For help if things go wrong click here
Anytime, anywhere.
Book an introductory call with one of our planners to chat through what’s important to you