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
News and views
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Call: 0113 4650 333
S Hughson
Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.
Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson
Madeline
I simply can’t recommend highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you.
I simply can’t recommend highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you. Madeline
Mrs J & Mr TB
I would recommend to anyone, I have implicit faith and trust in their judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.
I would recommend to anyone, I have implicit faith and trust in their judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.Mrs J & Mr TB
LW
Unfailingly professional and responsive to any queries I have raised, no matter how trivial they might have been. My adviser listens carefully to what I have to tell her at our review meetings and tailors my investments in the light of any changes to my requirements. I can unreservedly recommend their services.
Unfailingly professional and responsive to any queries I have raised, no matter how trivial they might have been. My adviser listens carefully to what I have to tell her at our review meetings and tailors my investments in the light of any changes to my requirements. I can unreservedly recommend their services.LW
DS
It is very pleasant to be able to combine a highly professional relationship with a relaxed and long term friendship. I know that they can offer the same combination of relaxed informality and highly professional advice-giving to new, as well as long-term clients.
It is very pleasant to be able to combine a highly professional relationship with a relaxed and long term friendship. I know that they can offer the same combination of relaxed informality and highly professional advice-giving to new, as well as long-term clients.DS
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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