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Amber River Leodis Wealth

Leodis Wealth is now part of the Amber River group

Based in Leeds, West Yorkshire
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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB

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HomeOfficesLeodis 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.

Simon Cocking

CEO, Financial Planner

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Phil Organ

Investment Manager, Director

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Nick Wardle

Head of Financial Planning, Chartered Financial Planner

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Nick Cohen

Financial Planner

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Kim Spence

Chartered Financial Planner

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Dominic Key

Investment Director

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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

Retirement

Peace of mind

Legacy

Home

  • First time buyers
  • Remortgages

Long Term Care

  • Care Home fees planning

Business

  • Employee Benefits
  • Key Personnel Insurance
  • Succession planning
  • Shareholder Agreements

News and views

Speak to one of our team, to arrange an appointment or find out more
Leodis House, 11 Pavilion Business Park, Royds Hall Road, Leeds, LS12 6AJ
You can have total trust in our team

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.

What our clients say
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 current policy is to retain the interest it receives from Third Platform Services Ltd on client accounts.

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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