New Arrivals…

Thursday, September 17th, 2009 | Company News | No Comments

Where a number of financial establishments are being forced to reduce levels of staffing, Lansdown Place is working against the trend by undergoing a period of modest expansion, and has been fortunate enough to attract the following individuals since January of this year:

Graham Lewis BSC (Hons)

Graham is married with three children, two of whom are teenagers. He graduated from Kings College London in 1990, joining Nat West Life as a Financial Adviser in 1992.  In 2002 Graham moved into the Independent sector as an Independent Financial Adviser.

Graham is an holistic planner, specialising in Personal Investment, Pensions and IHT planning. He carries the Advanced FPC.

In what little spare time he has, Graham enjoys Amatuer Dramatics, and runs a local Youth Club.

Mike Jeffrey

Mike has worked in financial services for 14 years, the past 6 in an advisory capacity, firstly with Lloyds TSB and subsequently as an IFA.

He operates the dual functions of paraplanner and adviser, and will shortly achieve both Chartered Financial Planner under the CII and Certified Financial Planner under the IFP. Mike already holds the certificate, diploma and advanced diploma in financial planning and is an associate of the PFS and IFP.

When not studying, Mike enjoys playing golf, spending time with his wife Rachel and 16 month daughter Neve, cooking and reading. Mike avoids extreme sports.

Robert Pierce

Bob is married with two children aged 25 and 18.

He has previously worked for the same IFA practice for over 31 years.  As a business owner he was subject to take over and merger, the company later becoming a major IFA practice in the UK.   Bob released his equity holding within the company some years ago and moved into a senior management role with very limited client work.  As the company grew and restructuring followed, Bob felt the time was right to return to his first love, that of conducting client work only.

Bob was previously a director of the LIA (the Life Insurance Association), now the Personal Finance Society.  He has also worked a for a major political party in his spare time.

Barry Pearce

Barry is married with two sons, and has been in the Financial Services Industry for over 20 years. He holds the qualifications AFPC, G10, G20, G80, JO5 and MAQ, and has specialised in Retirement and Redundancy planning. Barry has also been working extensively in the areas of Inheritance Tax Planning and Wealth Management, and as such will play a valuable part in the future of Lansdown Place.

Alison Hill

Alison is married with a son (2) and daughter (4) and has 17 years experience in the Financial Services Industry. She holds the full ACII qualifications, including the specialist pension transfer examination, together with CF9, G60, K10 and K20. Alison has previously managed her own consultancy practice, providing advice and support to IFA businesses, before deciding to join Lansdown Place.

To speak to any of our team please telephone 0845 30 50 222

Tags: Adviser, Financial News, Financial Services, Lansdown Place, New

A Different Approach

Wednesday, July 1st, 2009 | Company News | No Comments

When is the best time to give retirement advice to employees?

Well, conventional wisdom has it that no time is too soon, and ideally we try to encourage individuals to start to think about retirement provision when they’re still in their twenties, or sooner if we can track down that rare, forward-thinking animal. But when it comes to seminars, traditionally they have been offered to employees who are within 18-12 months of retirement, just about giving them time to make last-minute changes before the big event.

At Lansdown Place we believe that the pre-retirement information we offer should be available at least FIVE YEARS prior to an individual’s natural retirement date, whether or not they intend to actually stop working. The decision to continue working often depends on one’s financial situation and we feel that the earlier this information is available, the greater the range of choices.

So our Pre-retirement courses are just that: courses designed to give an individual as much time as necessary to make those small adjustments prior to taking one of the biggest steps in their lives.

Please call us on 0845 30 50 222 for further information

Tags: advice, emloyee, finish work, pension, retirement, retiring

Nicola Mould Appointed as Managing Director at Lansdown Place

Thursday, April 2nd, 2009 | Company News | No Comments

The Board of Lansdown Place is pleased to announce the appointment of Nicola Mould as Managing Director.

Nicola joined Lansdown Place as Group Compliance Director in October 2006. She has extensive experience in senior Compliance roles  within the industry, as well as running her own successful consultancy.

Lansdown Place is one of the good news stories of the recession. Formed a little over three years ago with a mission to build a new type of Independent and Impartial Advisory Service, the company has expanded to 20 advisers coving the full range of financial disciplines. With its Head Office in the Old City of Bristol but reaching across the South of England, the company continues to expand, with five new advisors joining so far this year. The company has expanded its back office to support the new advisers.

Nicola said “I am delighted to be given the opportunity to lead this growing business. We have exciting plans for the coming years, which will build on our success to date and continue to focus on providing clients with the very best advice. Lansdown Place is committed to achieving Chartered Financial Planning Status, and we have made good progress towards this. I am pleased to confirm that the principles laid down by the founders of independent and impartial advice for all clients remain as relevant and important to the business today”

Chairman, Paul Wilson said ‘On behalf of the founders and directors, we are delighted that Nicola has accepted this role, she is absolutely the right person to expand the services and reach of Lansdown Place as we enter into a new era in the industry.’

Lansdown Place remains committed to attracting and retaining the industry’s best talent at all levels, and is happy to receive approaches from those interested in joining the company.

Tags: Appointments, Lansdown Place, Managing Director

Seminar Services

Thursday, February 26th, 2009 | Company News | No Comments

Lansdown Place are pleased to announce the launch of our new Seminar Services Division.

Employers often use seminars as a way of passing important information, advice and help to employees, particularly at times of change. Our seminars cover subjects such as Retirement and Redundancy for employees, and Investments, Inheritance Tax, and Wealth Management for the public. We also offer specialist seminar services to solicitors and accountants.

Our seminars can run from one and a half hours to two days, and are often offered as a free service.

We have just finished a successful run of seminars delivered to the public on the subject of Inheritance Tax and Investments. Venues included Celtic Manor Resort, the Bath Spa Hotel and the Institute of Directors in London. Seminars were well attended and the public expressed their appreciation of the content to a high degree.

More seminars are planned in March, April, and on an ongoing basis.

Please contact us on seminars@lansdownplace.co.uk for further information.

Tags: Financial Seminars, IHT, Inheritance Tax, Investments