Lansdown Place Wealth Management Ltd Avaliações 

I always find Chris and Joe very helpful, reassuring and conscientious. I know they have my best interests in mind. I get good advice, with my aims and preferences taken into account. They were also both very supportive and understanding when my husband was ill and then died last year. I am in safe hands with them.

Lansdown Place has provided us with financial advice since I took early retirement 3 years ago.
We have found them to be open and helpful and have given us helpful advice taking our circumstances and wishes into account at all times.
We find it easy to communicate with the company and they respond quickly to requests for help and advice.
Joseph Haughton is currently our advisor and we can't praise his professional and friendly approach highly enough.

I have been with Lansdown Place for a number of years now and I have always felt valued by Graham & Joseph. They take into consideration my personal circumstances and my goals and the advice given & decisions made are helping me manage my retirement plans. I would recommend them if you want sound, tailored financial advice.

I have been with Lansdown Place Wealth Management for more than 15 years and I am very happy with the advice they provide for me. At the beginning my advisor was Graham Lewis but for the last 4 years it has been Joseph Haughton. Joseph takes a very personal interest in my investments and what I want to achieve. He has exceeded all my expectations and my wealth now is greater than I ever expected. I believe that putting my savings in the safe hands of Lansdown Place is one of the best decisions I have ever made in my life.

I have no regrets in opening a pension fund with Lansdown Place Wealth Management. Great returns in the first year and my appointed financial wealth advisor Mr Joseph Houghton as steered me in the right direction from the start with his expert advice. Would highly recommend.

A first class service by SJP - not only sound investment advice, but also excellent consideration of and advice on, tax implications of the options for withdrawals and pensions management.
I would recommend 100%.

We received excellent and very well considered advice from Joseph Haughton who took time with all of our questions putting us in an informed and confident place to make decisions. Would highly recommend.

Lansdown Place stepped in at a time when I needed to organise my savings and pensions. I have always had straightforward, relevant and reliable advice from both Joe Haughton and, initially, Graham Lewis. Would definitely recommend.

I have been a client for several years since being introduced by my brother-in-law. Joseph Haughton has been so helpful, dealing with pension and investment queries, and has given me invaluable advice about making a Power of Attorney for the future. I can rest easy about my financial future knowing that he is in my corner and looking out for my best interests. Now I am retired it is one less thing for me to worry about, and I am confident I can go and travel with peace of mind.

My parents used Lansdown Place from way back, and my sister uses them also and used to work with Graham, so it made sense for me to ask them for advice. I had a free session with Arthur and he clearly showed me that my work pension would increase more with them, plus the advice he has given me has been invaluable. I know I will have yearly or more frequent meetings with him to guide my pension and investments, which I just didn't get with my workplace scheme. I can't rate them highly enough, I thoroughly recommend anyone to have a free initial consultation with them, you will not regret it :-)

We have been using Landsdown Place for a couple of years now and are really pleased with their service. From our first meeting with Arthur, he’s made things easy to understand and nothing is too much trouble. I have experienced bad financial advice in the past, and was a bit anxious, but Arthur is always quick to respond to any questions or queries that we have . We are very pleased with the growth of our portfolios and trust the advice Arthur gives. We’re very grateful for that! Highly recommend.

All the help that, until his retirement, Paul gave us and now Arthur has given my husband and myself has been so good. We needed good advice, clearly explained and good returns on our investments, all of which we’ve had. Cannot recommend highly enough.

My husband and I were looking for advice regarding our multiple pensions as we are now in our mid-late 50's. The advice we received was excellent, delivered in great detail and options very clearly explained. We have now had our policies reviewed thoroughly and have acted on the advice given. We found Graham Lewis and William Smith very personable and easy to talk to and they managed to explain the jargon and processes in a very clear concise manner. The communication we have received has been excellent and we feel very supported and confident in their expertise.

I contacted St James Place to seek the advice of a pensions advisor. I am approaching state retirement age in February 2025 and was looking to consolidate various private pensions and to establish the best bway forward moving into retirement. I was put in contact with Paul Gardiner who has attended numerous meetings with both myself and my wife. We have been given excellent advice from Paul and over the last 6 months or so have now organised our private pensions into one pot that when the time comes we can draw an income in retirement.
Overall the service and advice has been excellent throughout the process and we will be meeting Paul again in the future to review our pension.

Callum has handled the transfer of pension pot into a SJP Fund.
Has been very helpful and explained things very clearly.
Any minor issues have been resolved efficiently and quickly.

Just completed my annual catch up with my advisor. Efficient and informative as ever. I have never been let down and it has always been made clear to me what my options are and what they mean in relation to risk. I remain very happy with the advice i have had over the years.

We have worked with Lansdown Place for over 11 years and have always experienced a friendly, knowledgeable team who are there to help whenever needed. I am very happy to recommend Graham and the team to everyone I know. Please keep up the great work

My advisor Graham Lewis has been brilliant since my husband died and managing finances has become more complex. He never patronises me, provides the right solution for my needs each time I speak with him (and he makes me laugh!)
Other staff at Lansdown Place are friendly and helpful, I'm always interested to meet each of Graham's new Executive Assistants and follow their journey to qualified financial advisor.

Our investments with SJP met our requirements for 2023.
Our advisor took us through our aims and requirements and fully answered any questions that we had.
Overall, happy to continue investing withSJP

We found our Advisor Paul Gardiner friendly and professional when dealing with our pensions consolidation he also gave advice on wills and other financial concerns, he kept us informed during the transition process. Top man.