Lansdown Place Wealth Management Ltd
Lansdown Place Wealth Management Ltd is a financial advisory firm that provides wealth management solutions to individuals and businesses. They focus on building relationships with their clients to assist them in achieving financial security and goals.
- Tax planning
- Corporate services
- Investment planning
- Retirement planning
- Protection planning
- Long term care service
- Mortgages and specialist banking
Locations
Competitors
Coronation Wealth Management provides tailored face-to-face financial advice to both private and corporate clients across the South of England.
The Royall Wealth Partnership is a financial advisory firm based in Bristol, specialising in wealth management and financial planning.
Company Details
Lansdown Place Wealth Management Ltd is operated by Lansdown Place Wealth Management Ltd and is a Active company incorporated on 20 May 2005 with the registered office located in Bristol, Bristol. Lansdown Place Wealth Management Ltd was registered 20 years ago.
Status
Active
Size
Micro
Directors
4
Age
20 years old
Employees
25
Turnover
Unreported
Total Assets
£7.24M
Cash in Bank
£213.17K
Total Liabilities
-£7.52M
Teams
26
12
8
6
5
5
3
Executive Assistant • Joined Apr 2023
Director • Joined Feb 2013
Director • Joined Apr 2006
Practice Manager • Joined Aug 2021
Managing Director • Joined Oct 2007
Technical Manager/Senior Paraplanner • Joined Mar 2017
"Former" - Head Of Information Security • Joined Jun 2018
Administrator • Joined Aug 2024
Administrator • Joined Aug 2024
Senior Administrator • Joined Oct 2018
Private Wealth Consultant • Joined May 2017
Private Wealth Consultant • Joined Oct 2013
Private Wealth Consultant • Joined Mar 2024
Private Wealth Consultant • Joined Oct 2013
Private Wealth Consultant • Joined Sep 2021
Private Wealth Consultant • Joined Oct 2021
Private Wealth Consultant • Joined Jun 2021
Paraplanner • Joined Aug 2023
Paraplanner • Joined Feb 2018
Retired • Joined Jan 2023
Director • Joined Feb 2013
Director • Joined Apr 2006
Practice Manager • Joined Aug 2021
Managing Director • Joined Oct 2007
"Former" - Head Of Information Security • Joined Jun 2018
Senior Administrator • Joined Oct 2018
Executive Assistant • Joined Apr 2023
Practice Manager • Joined Aug 2021
Administrator • Joined Aug 2024
Administrator • Joined Aug 2024
Senior Administrator • Joined Oct 2018
Private Wealth Consultant • Joined May 2017
Private Wealth Consultant • Joined Oct 2013
Private Wealth Consultant • Joined Mar 2024
Private Wealth Consultant • Joined Oct 2013
Private Wealth Consultant • Joined Sep 2021
Private Wealth Consultant • Joined Oct 2021
Private Wealth Consultant • Joined Jun 2021
Private Wealth Advisor • Joined May 2019
Paraplanner • Joined Aug 2023
Paraplanner • Joined Feb 2018
Paraplanner • Joined Feb 2022
Senior Paraplanner • Joined Mar 2024
Chartered Financial Planner
Technical Manager/Senior Paraplanner • Joined Mar 2017
Chartered Financial Planner And Fellow Of The Personal Finance Society • Joined Nov 2012
Retired Chartered Financial Planner • Joined Jan 2023
View 26 members