Leodis hires for launch of new Financial Planning arm
- Thursday, 18 July 2019
- Articles
Yorkshire-based wealth manager Leodis Wealth has recruited an ex-HSBC client manager as an associate director to help drive the launch of its new Financial Planning operation.
Read more...Financial Planning firm CEO reveals top client tips
- Monday, 08 July 2019
- Articles
Simon Cocking DipPFS, chief executive of Leodis Wealth, has revealed his tips for finding and keeping clients.
Read more...Wealth manager appoints new CEO and board member
- Monday, 04 February 2019
- Articles
A Yorkshire-based wealth management firm Leodis Wealth has appointed a new chief executive and promoted a new member to its board of directors.
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