Leodis Wealth

Yorkshire based wealth management firm, specialising in portfolio management and financial planning.

[Leodis Wealth @LeodisWealth]

Tip number ten (our final piece of advice) from @LeodisCharlotte:

“Always seek professional advice before you cash-in or consolidate any investment plans, otherwise you could lose out on valuable benefits.”

[Leodis Wealth @LeodisWealth]

Tip nine from @LeodisCharlotte: "Don’t be afraid to ask for discounts with telecommunication providers. Loyalty sometimes pays."

#financetips #discounts #loyalty #savings

[Leodis Wealth @LeodisWealth]

Tip number eight is all about organisation @LeodisCharlotte "Note down your car and home insurance policy renewal dates and set up a reminder a month in advance.”

#tips #insurance

[Leodis Wealth @LeodisWealth]

"Review your bank and savings accounts interest rates and offers regularly. Get your accounts working for you."

Personal finance tip 7 from @LeodisCharlotte

#banking #saving

[Leodis Wealth @LeodisWealth]

Tip 6 from @LeodisCharlotte:

“Build up a rainy-day fund of at least three months’ salary."

#salary #savings #financetips

[Leodis Wealth @LeodisWealth]

A huge thank you to @TheYorksTimes who covered the news about our new appointment recently.

https://t.co/OoTrsKI7vo

#news #Yorkshire #AssociateDirector

[Leodis Wealth @LeodisWealth]

@LeodisCharlotte fifth financial tip of the month:

“Get into a savings habit by treating a regular amount as one of your monthly bills. You’ll be surprised how quickly this mounts up.”

#tips #finances #savings

[Leodis Wealth @LeodisWealth]

How to improve your credit score in a few simple steps.

https://t.co/PrOJNxlmng

#creditrating #creditscore

[Leodis Wealth @LeodisWealth]

As Charles Jaffe once said: “It’s not your salary that makes you rich, it’s your spending habits.”

#quote #quoteoftheday #spendinghabits

[Leodis Wealth @LeodisWealth]

Tip no. 4 from @LeodisCharlotte – “Order your debt and prioritise paying off expensive ones first i.e. credit/store cards. This is not ‘free’ money and needs to be paid back.”

#debt #creditcards

[Leodis Wealth @LeodisWealth]

Today is #PensionAwarenessDay let us know what you’re most looking forward to from #retirement

[Leodis Wealth @LeodisWealth]

Do you know your 1250L from your M1? Familiarise yourself with what each different tax code stands for.

https://t.co/HR48hABfmn

#taxcodes #personalfinance

[Leodis Wealth @LeodisWealth]

Our third finance tip from @LeodisCharlotte:

“Watch or read the news regularly. Interest rates, inflation, VAT affect the money in your pocket.”

#financetips #interestrates #inflation #VAT

[Leodis Wealth @LeodisWealth]

15th September marks UK #PensionAwarenessDay. It’s never too early to begin thinking about your pension.  Need help planning for the retirement you deserve? Contact us

[Leodis Wealth @LeodisWealth]

We love this quote from James Frick here at Leodis Wealth.

#quote #financequotes #spending

[Leodis Wealth @LeodisWealth]

Less than a week to go until #PensionAwarenessDay a campaign set up to help the UK plan for their future. Do you have the right #pension for your retirement plans?

[Leodis Wealth @LeodisWealth]

Today is the deadline for VAT returns and payments of the Accounting Quarter period ending 31 July 2019.

#VATreturns #VATpayments #financialdeadlines

[Leodis Wealth @LeodisWealth]

Good luck to all those fitness fanatics participating in the Great North Run @great_run today in Newcastle. Especially those raising money for @MartinhouseCH

#GreatNorthRun #MartinHouse

[Leodis Wealth @LeodisWealth]

Financial tip no.2 from @LeodisCharlotte:

“Try not to overspend and live within your means. Financial paralysis is very real.”

#financialtips #overspending

[Leodis Wealth @LeodisWealth]

Did you catch the @profadviser coverage on our new financial adviser Charlotte Kelso in July?

Just in case you didn’t, read the full story here https://t.co/BJ7361ZLuA

#financialplanning #assetmanagement #financialadviser