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Private Wealth

Lansdown Place Private Wealth Management is independent advisory arm for private clients - Private clients like you.

We pride ourselves on dealing with our clients financial matters in a clear, concise and professional manner. Our desired approach is that every client undertakes full financial planning with us, in order that they maximize the positive experience of our services.

  • Read more about
  • Protection
    • Critical Illness
    • Income Protection Insurance
    • Life Assurance
  • Investments
    • Enterprise Investment Schemes (EIS)
    • Exchange Traded Funds (ETF)
    • Individual Savings Accounts (ISA)
    • Investment Bonds
    • Investment Trusts
    • Structured Products
    • Trustee Investment Plan (TIP)
    • Unit Trusts
    • Venture Capital Trusts (VCT)
    • WRAP Accounts
  • Saving for Retirement
    • Lifetime Allowance
    • National Employment Savings Trust (NEST)
    • Occupational Pension Schemes
    • Personal Pension Plan
    • Self Invested Personal Pension Plan (SIPP)
    • Stakeholder Pension
    • Trustee Investment Plan

  • At Retirement
    • Annuity Options
    • Flexible Drawdown
    • Income Drawdown
    • Third Way Solution
  • Estate Planning
    • Initial Factors
    • Lifetime Gifts
    • Reliefs
    • Trusts
  • Tax Planning
    • Capital Gains Tax (CGT)
    • Income Tax

Contact Us

2, Oakfield Rd
Clifton
Bristol
BS8 2AL

Phone: 0845 30 50 222
Fax: 0845 30 50 333

Send a message

News

Part of the Process
Sunday 18th December, 2011
Despite the understanding that encouraging more Britons to save for their retirement is an essentially laudable ambition, it’s fair to say that few companies are particularly excited about the coming shift to auto-enrolment.
Fully Automatic
Friday 16th September, 2011
It may not feel like it, but we stand perched on the precipice of one of the biggest pension shake-ups in living memory. The advent of automatic enrolment is set to radically alter the UK retirement landscape, which makes the pervasive lack of knowledge of the reforms particularly troubling.

Tax Advice, Legal Services, Property Services, Commercial, buy to let and overseas mortgages are not regulated by the Financial Services Authority. Lansdown Place is a trading style of Lansdown Place Financial Management Ltd which is authorised and regulated by the Financial Services Authority.

Registered Address: 2 Oakfield Road, Clifton, Bristol, BS8 2AL | Registered Number: 2195886 | Registered in England | Terms of Use | Privacy Policy