Home › Financial Planners › Simon Cocking

Based at
Position
Serving clients in
Yorkshire, North East
Qualifications
Simon Cocking
CEO, Financial Planner
Simon has overall responsibility for the growth of the business and achieving the best results for its clients.
Expertise in
Talk to Simon, call Amber River today
Articles related to Simon and his team
18 August 2023
Chris Masley: Business protection for small businesses
Small business owners could be putting their livelihoods at risk unnecessarily, according to Chris Masley, he explains why policies like key person protection, shareholder protection and relevant life cover are well worth consideration
22 July 2023
Chris Masley: Guiding clients towards a secure future
Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life
21 July 2023
Why now is a good time to review your retirement plan
Changes to the Pension Lifetime Allowance and Annual Allowance mean you can put more money into your pension without attracting a tax charge
18 July 2023
Protecting your rights to your home in a divorce
A divorce could impact your financial interests in the home you share, which is why it's important to understand how to protect your rights
27 June 2023
Nick Cohen’s 5 financial planning tips for business owners
Specialist financial planner Nick Cohen gives his top five tips on how business owners can make their future more financially secure
27 June 2023
Nick Cohen: helping new generations benefit from having a financial plan
Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life
26 June 2023
9 ways to reduce your Capital Gains Tax
Looking to reduce your Capital Gains Tax bill? Here are 9 ways you can cut your tax liability, keeping more of your money in your pocket
15 June 2023
5 reasons why you need an Estate Plan
If you don't have an estate plan, the aftermath of your passing could come with costly and unwelcome consequences for your loved ones
6 June 2023
Phased retirement: Starting a new business in retirement
More and more people are choosing to take a phased retirement, and many are using retirement as the opportunity to start-up a new business
1 June 2023
How much life insurance do I need?
Knowing exactly how much life insurance you need can be a difficult sum to calculate. How much would your family need if something was to happen to you?

Find out more about Simon and the Amber River Leodis Wealth team...
Our Amber River Leodis Wealth team has been offering financial planning advice to clients in Leeds and across the North of England for over 20 years.
What our clients say
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
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
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
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
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
Find an adviser
Where and how we meet depends on whatever’s most convenient for you, but we have a number of locations around the UK if you’d prefer to come to us.