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Leeds City Magazine  Catch up with Richard Pattison from Sedulo, A financial consultants company from Manchester who have now expanded to Leeds.

 

 

Leeds City Magazine  Catch up with Richard Pattison from Sedulo, A financial consultants company from Manchester who have now expanded to Leeds.

How do you take your coffee?
I have my coffee with no sugar because I am sweet enough.

Who are Sedulo?
We are financial consultants to entrepreneurs, with offices based in Manchester and Leeds city centres, providing expertise in wealth management, accountancy solutions and commercial business advisory services. Its name, derived from the adjective sedulous, epitomises the work ethic, commitment and attention to detail performed by Sedulo on each project to ensure the highest possible level of service.

And what do you do?
I am an independent financial adviser at Sedulo, so alongside our existing tax offering, this allows us to present both tax and financial planning advice with both teams working together to ensure that you have access to all of the best planning options available. I have clients across Manchester and Leeds which is great as I love both cities. I assist my clients in setting up bespoke and workable financial plans to support achieving their goals, so I really love my job!

What is your favourite thing at Sedulo so far?
I joined Sedulo in the week of the Leeds launch, so it was a really fun week to be starting with the company. I attended both launch events which gave me a great head start in networking with clients and exploring the new office. The Friday then gave me a great chance to meet all of the staff from both offices which was great to get to know everyone right from the off and get to grips with the team culture.
The office is amazing; we have a Gatsby themed bar, and various themed rooms, of which my favourite is the Cadburys room where you can help yourself to chocolate. We overlook Park Square, so one of the best locations in Leeds. The office itself doubles as an event space for corporate and networking, social and charity events – facilities of which clients are also able to use! Our next event is the first England World Cup match which I’m really looking forward to.

What is your biggest achievement so far?
I have played a part in onboarding some high-profile clients which has been great and helped to grow our media client base.

What makes Sedulo different?
I think the joined-up approach to dealing with clients would be the main factor that makes us different. We have experts across all departments so it amazing to be able to call on them if we see a client needs assistance in other areas. The team work great together and it’s reassuring knowing we can all help each other to deliver the best service to the client.

I’ve worked in financial services for nearly 15 years, working as a Financial Advisor for a range of companies including Santander and HSBC and I am currently studying for my last exam to become a Chartered Financial Adviser. Holidays, food, and cars are just a few of my favourite things and when I am not in the office you may find me playing Rugby for Leeds Hunters RUFC, and inclusive rugby team, or spending time with my two children.

I am originally from the North East but consider myself an honouree Yorkshire man after moving to Leeds for University and never leaving.

I work as an Independent Financial Adviser at Sedulo Wealth Management. We opened our prestigious new office just a couple of months ago. I provide honest, no-jargon and straight- forward independent financial advice. I support my clients through their life journey, making sure you are protected against the unexpected, helping you put a plan in place to build your wealth in a tax efficient manner and regularly reviewing these plans to make sure they are on track. Then I will advise on the best way to decumulate or pass on that wealth.

I understand that with businesses, the owners, their business and their personal affairs are intertwined, and the aim of Sedulo Wealth Management is to not only advise on what is good for your business, but also what is the most suitable for you personally.

I provide independent financial advice alongside our existing tax offering, allowing us to present both tax and financial planning advice with both teams working together to ensure that you have access to all of the most appropriate planning options available.

I help my clients achieve their goals, and not by chance, the best way to predict your future is to create it.

For more information, invite me to connect on Linkedin www.linkedin.com/in/richard- pattison-dip-pfs-a394a25b or visit www.sedulo.co.uk/wealth- management.

07934855187 richard@sedulo.co.uk

Sedulo Wealth Management St Pauls house
23 Park Square
Leeds, LS1 2ND

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