Contact us

Working Together

Whether you’re a new or existing client, working with Lansdown Place is always a collaborative experience. You sharing your goals in life and business with us, and us sharing our experience and expertise to help you achieve them.

Our tried and tested approach to advice ensures we manage all of our clients’ financial affairs efficiently, responsibly and ethically. It really is that simple.

When you schedule your initial, no-obligation consultation with us, we’ll arrange a meeting either here at our office or at your home or workplace, whatever suits you best. This introductory meeting is intended for you to get to know us as much as it is for us to get to know you. Together we will identify your specific financial goals and objectives and determine if Lansdown Place is the right financial partner for you.

Getting in touch

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The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy.

Lansdown Place Wealth Management Ltd.

2 Oakfield Road
Clifton
Bristol BS8 2AL

0117 370 9770

info@lansdownplace.co.uk

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We have been a proud Senior Partner Practice of St. James’s Place Wealth Management since 2013.

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We have been awarded the prestigious title of ‘Chartered Financial Planner’- the industry’s gold standard for wealth managers.

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We have been awarded the highest standard for providing ‘Later Life’ planning advice – an independent accreditation.

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We have achieved the Government’s Cyber Essential Certifcation – to better protect our company and clients from possible IT security breaches.

The Senior 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 title ‘Senior Partner Practice’ is the marketing term used to describe St. James’s Place Representatives. Lansdown Place Wealth Management Ltd is registered in England & Wales No. 05458948. Registered Office: 2 Oakfield Road Clifton Bristol BS8 2AL.

The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy.
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