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Leodis Wealth Limited

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Year established

1988

Location

Leeds UK

Primary Industry

Financial Services

About

Based in Leeds, UK, and founded in 1988, Leodis Wealth Limited, a.k.a. Leodis Wealth is a wealth management firm that specializes in portfolio management, tax planning, and financial planning for individuals. The company was formed as the asset management arm of the Leeds law firm Lupton Fawcett. In September 2022, Amber River Group Limited, a portfolio company of Maven Capital Partners, Penta Capital, Souter Investments, and Murray Capital, acquired Leodis Wealth Limited. As of September 2022, Simon Cocking is the CEO of the company. Leodis Wealth provides its services through two divisions, asset management, and financial planning. The asset management division’s in-house portfolio managers offer monitored investment management services, such as discretionary management, and personal tax service through various investment cycle strategies like asset allocation, investment selection, monitoring, and portfolio review. The company’s financial planning division offers individual financial planning solutions, such as family protection, savings and investments, pensions and retirement planning, retirement solutions, wealth and estate preservation, life events and cash flow planning, investing for children, and personal tax service.
Current Investors
Amber River Group Limited

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Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
http://www.leodiswealth.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only

Deals

Deals Type
Add-on
Deal Status Target (s) Deal Date Investor(s) Seller(s) Deal size (Mn) Enterprise value (Mn) Post-money valuation (Mn) EBITDA multiple (x) Revenue multiple (x) Lead partner (s)
Completed Leodis Wealth Limited 01 Sep 2022
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