Lombard Private Clients Ltd

Lombard Private Clients provides financial advice to entrepreneurs and private client families, supported by experienced financial professionals. They focus on the financial needs of individuals with significant capital or higher incomes.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
30 Lombard St, EC3V 9BQ
02080420522
Digital Popularity
Social Media
Competitors
J G Wealth Ltd
J G Wealth Ltd provides bespoke wealth management advice to private and corporate clients across the UK, with nearly ten years of experience in regulated financial advice.
Company Details
Lombard Private Clients Ltd is operated by Lombard Private Clients Ltd and is a Active company incorporated on 8 October 2019 with the registered office located in London, City of London. Lombard Private Clients Ltd was registered 5 years ago.

Status
Active
Size
Micro
Directors
1
Age
5 years old
Employees
3
Turnover
Unreported
Total Assets
£1.03M
Cash in Bank
£76.84K
Total Liabilities
-£789.56K

Director • PSC • Chartered Financial Planner • Irish • Lives in UK • Born in May 1976
Teams
All
6
Consulting
3
Sales
2
Business Development
2
Managing Partner • Joined Oct 2019
Marketing Executive • Joined Mar 2022
Communications Consultant • Joined Jul 2022
Communications Consultant • Joined Dec 2019
Financial Planning Consultant • Joined Jul 2021
Client Services • Joined Apr 2024
Communications Consultant • Joined Jul 2022
Communications Consultant • Joined Dec 2019
Financial Planning Consultant • Joined Jul 2021
Marketing Executive • Joined Mar 2022
Client Services • Joined Apr 2024
Managing Partner • Joined Oct 2019
Marketing Executive • Joined Mar 2022