Wealth, a personal matter
At Lansdown Place we want to get to know you. We want to share in your vision for a financially secure and aspirational future. And we want to help you, your family and your business, realise it.
Wealth management isn’t just about building a portfolio. It’s also about building personal, collaborative and enduring relationships. It’s about having an expert, financial partner you can trust.
At Lansdown Place we define ourselves by the needs of our clients. We blend pragmatism and front-line experience with the strength and support of one of the UK’s leading wealth management organisations, St. James's Place Wealth Management.
We deliver individually tailored and robust financial planning supported by a comprehensive range of financial products and investment management services. We have the flexibility to meet any changing needs or circumstances you, your family or your business may face in the future.
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We have been awarded the highest standard for providing ‘Later Life’ planning advice – an independent accreditation.
The Good Business Charter is an accreditation that seeks to raise the bar on business practices for employees, tax, the environment, customers and suppliers.
We have achieved the Government’s Cyber Essential Certification – to better protect our company and clients from possible IT security breaches.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
