Private Wealth - Overview

Lansdown Place is an independent firm of advisers who are acknowledged experts in their specialist areas. As an owner-managed business, we do not have multiple layers of management and distractions to deflect us from providing the very highest levels of service.

At Lansdown Place we offer strategic and holistic financial planning advice focusing on your individual needs, aims and objectives, taking into consideration your lifestyle financial goals and aspirations.

By undertaking a thorough review you can be confident that we fully understand your circumstances and are in an excellent position to advise you. We work with you to analyse your current situation, the decisions that have helped you get to where you are and your views of, and plans for, the future.

Through our team of highly qualified and experienced advisers we will build a financial plan for you that, despite the ever changing financial landscape, will meet your immediate needs as well as remaining suitable and relevant in the future.

We will guide you through the maze of the financial world and offer solutions that best suit your personal circumstances. Whether it is a simple insurance plan to protect family and income, building an investment portfolio, or a complex Inheritance Tax issue, we can help provide the solutions.