Lansdown Place Wealth Management Ltd Reviews 59

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.

I am a newly appointed client of Lansdowne Place and have been toying with the idea of investing for many years, but always felt a sense of anxiety about taking the plunge. Previous conversations with wealth management firms never gave me the confidence to entrust my money.
That changed after meeting with my financial advisor, Callum. He took the time to carefully answer my many questions, explained the options in clear and practical terms, and never once made me feel rushed or pressured. His patient and approachable manner immediately put me at ease, and for the first time I felt genuinely reassured that my financial future could be in safe hands.
Thanks to Callum, I decided to set up a pension. I now feel excited about investing rather than nervous, and confident that SJP will help maximise my investments. The experience has been superb, with consistent communication, easy to digest literature, and a real sense of professionalism throughout.
Big thanks to Callum for making what once felt daunting into something I’m now looking forward to.

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.

After my initial hesitation to have a pensions adviser I now realise that my hesitation was unfounded partly due to Paul Gardiner who was recommended and who I’ve found to be professional, reliable and approachable.
He has taken the time to understand well my financial and pension situation going forward and explained everything in layman’s terms where possible for ease of understanding. I’m also impressed that Paul and his team had also quickly and conscientiously acted upon my immediate financial requirements resulting in a positive outcome.
I’m pleased to be working with Paul in the long term and would happily recommend his financial and pensions-related services and advice to others seeking assistance.

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.

I have just made some investments in Landsdown Place Management to which I got to know their Consultant Paul Gardiner who is very experienced in his Role and he gave me great confidence for me to invest that is a decision to which I did not take to long to make as I was not under any pressure from Paul in any way I hope the advice I was given pays dividends thanks to Paul.

Me and my wife have found our experience with landsdown place to be superb. Their consultant Paul was particularly helpful in sorting out suitable life cover for us. We felt well looked after and very satisfied with the cover we now have.

Jewayne has made our whole mortgage experience so great. He is so professional & friendly, always keeping us in the loop and checking in throughout the whole buying process.

As first time buyers everything is confusing and new but Jewayne made sure to explain every step of process to us both fully. He also helped several times regarding our solicitors, chasing up things on our behalf, resulting in us completing the process quicker.

I found Jewayne due to a friends recommendation and have since recommended him myself to many others. Thank you again, you’ve been amazing!

Great professional advice from Paul Gardiner, every step of the way. Combined all my pensions together , great feedback and communication throughout. Very friendly, welcoming and felt comfortable to talk about anything I was not sure about. Definitely would recommend his fantastic service.