Amber River Leodis Wealth
Leodis Wealth is now part of the Amber River group
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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB
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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.
Money
- Savings & investment planning
- Portfolio management
- Wealth management
- Investment Bonds
- Individual Savings Accounts (ISAs)
- OEICs
- Unit Trusts
Retirement
- Saving for a Pension
- Annuities
- Pension Drawdown
- Equity Release
Peace of mind
- Life Assurance
- Income Protection
- Mortgage Protection
- Critical Illness cover
- Private Medical Insurance
Legacy
- Estate Planning
- Will planning
- Inheritance Tax
Home
- First time buyers
- Remortgages
Long Term Care
- Care Home fees planning
Business
- Employee Benefits
- Key Personnel Insurance
- Succession planning
- Shareholder Agreements
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Call: 0113 4650 333
Amber River Leodis Wealth is a modern and progressive company built on a solid foundation of consistent expertise and professionalism. Its people have a growing reputation for going the extra mile, for their empathy and for being passionate about what they do.
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.
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