With six years’ experience as a director of the 31-year-old Leeds-based firm, Simon Cocking has been appointed CEO.
Mr Cocking is a financial services professional with more than 30 years’ experience, specialising in investment management, retirement planning and estate planning.
He started his career as a trainee at a stockbroker in Newcastle before moving on to a more specialised discretionary management firm.
In 1989 he made the switch to become an IFA.
Leodis says he spent eight years with “one of the north east’s largest independently-owned firms before a move into the advisory arm of an accountancy firm where he was later appointed a director.”
Associate director Philip Organ joined the company’s senior management team in 2017 and has now been appointed to the board of directors.
Leodis says that with “35 years working in investment management, Philip brings extensive experience in private client management.
“He has a deep understanding of investment markets and has held a number of senior management positions in stockbroking and private banking.”
Mr Cocking said: “This is an exciting time for Leodis Wealth as we continue to grow and achieve great results for our clients.
“I’m delighted to be at the helm of driving further growth for the Leodis team and Philip’s addition to the board will help ensure client service remains paramount in all we do.”
Mr Organ added: “I am confident that Leodis Wealth and our clients have a prosperous future and I’m excited for what the next few years will bring for both us and our clients.”