Leodis hires for launch of new Financial Planning arm

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.

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Financial Planning firm CEO reveals top client tips

Simon Cocking DipPFS, chief executive of Leodis Wealth, has revealed his tips for finding and keeping clients.

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Wealth manager appoints new CEO and board member

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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