Lansdown Place Wealth Management Ltd Avaliações 

63
•
O TrustScore é 5 de um total de 5

4,8

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

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 als... Ver mais

Avaliado com 5 de um total de 5 estrelas

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 a... Ver mais

Avaliado com 4 de um total de 5 estrelas

The family have been using Lansdowne Place now for a number of years and they have always provided sound advice regarding our investments. We look forward to continuing our association in the years to... Ver mais

Avaliado com 5 de um total de 5 estrelas

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 rig... Ver mais

Detalhes da empresa

  1. Consultor Financeiro
  2. também em
  3. Corretor hipotecário
  4. Planejamento Financeiro

Sobre Lansdown Place Wealth Management Ltd

Escrito pela empresa

Lansdown Place Wealth Management Ltd is a Chartered Firm of Financial Advisers.

We define ourselves by the needs of our clients.

We deliver individually tailored and robust financial planning, supported by a comprehensive range of financial products and investment management services.


Informações de contato

4,8

Excelente

O TrustScore é 5 de um total de 5

63 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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4,8

Todas as avaliações

(63)

8 avaliações nos últimos 12 meses

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Avaliado com 5 de um total de 5 estrelas

It's the face to face contact with…

It's the face to face contact with continuity of a single advisor that makes the service work well. My advisor listens actively, remembers stuff from the previous visit and follows through on actions. All this helps to create trust.

21 de maio de 2023
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Resposta da Lansdown Place Wealth Management Ltd

This is great to hear, and is something we have worked hard on for many years. Of course, people leave their roles for reasons of their own, and if this happens we work hard to ensure that our clients are provided with a new adviser immediately, but nothing beats continuity.

Avaliado com 5 de um total de 5 estrelas

Meeting was very helpful

Meeting was very helpful, lots of information and explained in plain English.

14 de maio de 2023
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Resposta da Lansdown Place Wealth Management Ltd

Thank you for taking the time to leave a review, we appreciate it. We are very pleased to know that you found the meeting helpful.

Avaliado com 5 de um total de 5 estrelas

Paul Gardiner's expert knowledge

Paul Gardiner's expert knowledge, professional and friendly approach with great communication has reassured me for the future. He has helped with different aspects of my finances, clearly taking me through each stage. I would highly recommend him.

18 de maio de 2023
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Resposta da Lansdown Place Wealth Management Ltd

Thank you for leaving such a postitive review, I will ensure that Paul and his team are made aware of how highly they are valued.

Avaliado com 5 de um total de 5 estrelas

Excellent Financial Advisor

My husband and I were visited by Andrew King for our annual review. We have known Andrew for seventeen years, he is excellent at his work, always gives the best advice and reassures one that we are getting the best from our money invested.

1 de maio de 2023
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Resposta da Lansdown Place Wealth Management Ltd

Thank you for taking the time to leave a review, and for your endorsement for Andrew. It is very important to us to know that we are serving our clients well, I will ensure he and his team receive your feedback.

Avaliado com 5 de um total de 5 estrelas

Clear and helpful advice

I’m really pleased with the advice I have received in relation to my pension. Sam is very knowledgeable and personable, he helped me understand the options available and provided me with clear advice.

1 de maio de 2023
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Resposta da Lansdown Place Wealth Management Ltd

Thank you for leaving such a positive review, it helps us so much when reviewing our service standards. We will ensure that Sam and his team receive your feedback.

Avaliado com 5 de um total de 5 estrelas

Excellent personal service

Excellent personal service, clear explanations and proactive advice. Our advisor Andy King has been brilliant since we started using LPWM about three years ago. Thoroughly recommended.

28 de abril de 2023
Avaliação não solicitada
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Resposta da Lansdown Place Wealth Management Ltd

Thank you for taking the time to leave a review, we appreciate your feedback. I will ensure to pass on your kind words to Andy and his team.

Avaliado com 5 de um total de 5 estrelas

Very helpful advice from Paul Gardiner…

Very helpful advice from Paul Gardiner who is always professional and clear in the help that he gives, taking time to understand my investment requirements. Thank you.

29 de março de 2023
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Resposta da Lansdown Place Wealth Management Ltd

Thank you for taking the time to leave a review, we appreciate it very much. I am delighted to hear that Paul has provided such great service to you, and will ensure he is aware of such positive feedback.

Avaliado com 5 de um total de 5 estrelas

Andy is always patient with us

Andy is always patient with us, and explains everything in great detail. He has helped us enormously over the last few years with various investments and has become a friend.
The admin back up is pretty good too!

10 de abril de 2023
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Resposta da Lansdown Place Wealth Management Ltd

Thank you for taking the time to leave a review, I will ensure I pass on your feedback to both Andy and his support team.

Avaliado com 5 de um total de 5 estrelas

Working with Lansdown Place

Very straight forward to deal with, informal but professional at the same time. Responsive to any queries and questions with good follow up. Has made a huge difference to the management of my financial affairs in the time I've worked with Lansdown Place. I have structure and strong logic across the portfolio.

3 de abril de 2023
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Resposta da Lansdown Place Wealth Management Ltd

It's great to hear we have made a difference, supporting our clients to make well informed decisions is what we strive to achieve. Thank you for taking the time to leave a review.

Avaliado com 5 de um total de 5 estrelas

Advisors that listen.

The advisor listens to what I'm trying to achieve and then offers advice to meet those requirements. Previously too many advisors appeared to give advice designed to achieve their requirements and not necessarily mine. Also, I find the Lansdown Place staff extremely friendly which helps significantly. The result of all this is that I have achieved far more financially that I would ever have expected.

29 de março de 2023
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Resposta da Lansdown Place Wealth Management Ltd

Thank you for taking the time to leave a review, we appreciate the support. It is great to hear that your adviser is tailoring all advice to your requirements, I will ensure your feedback is passed on.

Avaliado com 5 de um total de 5 estrelas

Until meeting with Lansdown Place…

Until meeting with Lansdown Place Wealth Management, I had never before had even a glimmer of excitement about pensions.

29 de março de 2023
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Resposta da Lansdown Place Wealth Management Ltd

Who knew pensions could be exciting! Thank you for your review, we appreciate the feedback.

Avaliado com 5 de um total de 5 estrelas

A professional team

Based on my experience over the last seven years - a professional team backed by the quality research and product structure of St James's Place investment management company. The team are attentive, available, supportive and friendly. Advice is comprehensive with regular reviews and up to date information covering key changes in legislation and taxation. Focused on my circumstances and objectives.

24 de março de 2023
Avaliado com 5 de um total de 5 estrelas

Happy Client

There is always someone to speak to if ever I need advice.
I have total confidence in Lansdown Place Wealth Management Ltd and as such recommend them to my Family & Friends without hesitation.

24 de março de 2023
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Resposta da Lansdown Place Wealth Management Ltd

Thank you for your review, it is so good to know that you are referring us to other members of your family, and we hope we can help and support them in the future.

Avaliado com 5 de um total de 5 estrelas

Well informed and attentive.

I was seeking some advice on pension planning and from the outset the representative that I have been dealing with has been straightforward, open and supportive of my decisions. Always at hand to reassure and to provide evidence based advice. Very happy to continue with the relationship.

24 de março de 2023
Avaliado com 5 de um total de 5 estrelas

Pension/Investment discussions

Arthur has been very helpful throughout the discussions of my pension consolidation and talking through investment options. I have felt very comfortable having the discussions in a way that helps me understand the decisions being made.

23 de março de 2023
Avaliado com 5 de um total de 5 estrelas

This rating refers to service given to me by my advisor.

This rating refers to service, support and advice from Andrew King, my advisor.
I am risk averse and quite an anxious client. When times in the financial world are good, I accept your very high charges. However, when things are more difficult as they are now, I find them less acceptable.
My loyalties lie with Andy rather than Landsdown Place Wealth Management Ltd. I could get similar, if not better returns with other products from elsewhere but I cannot over estimate my appreciation for his considered opinions, speedy responses and genuine, informed advice for me as an individual.
Thank you.

23 de março de 2023

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