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.
You and your family
Whether you are thinking about financial security for your growing family, building a healthy income for retirement, or even planning to finance travel and adventures overseas – we can help.
Clients frequently ask:
For more information, please visit www.lpwealth.co.uk
You and your business
As a business owner, finding the time and resources to keep abreast of the constantly evolving and complex world of financial planning, can prove a challenge – we can help.
Business owners frequently ask:
To find out more about our Business 360 service and to speak with our team please click here
Lansdown Place is built on four core values. These values shape the way we do business with our clients, our partners and each other. They help guide our decision making from the people we hire to the standard of service we deliver. They are the foundation for all that we do.
Integrity: Doing the right thing – always
Quality: The best customer service – always
Empathy: People first – always
Passion: Enthusiasm and positivity – always
Our corporate social responsibility:
At Lansdown Place we take our corporate social responsibility seriously. Whenever we can, we like to identify specific local groups or charities to help change things for the better. We do this because we care about our local community and want to help wherever we can.