Lansdown Place Wealth Management Ltd Reviews 59

TrustScore 5 out of 5

4.8

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See what reviewers are saying

Rated 5 out of 5 stars

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 recomme... See more

Rated 5 out of 5 stars

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... See more

Rated 4 out of 5 stars

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... See more

Rated 5 out of 5 stars

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 Lew... See more

Company details

  1. Financial Consultant
  2. Financial Planner
  3. Mortgage Broker

About Lansdown Place Wealth Management Ltd

Written by the company

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.


Contact info

4.8

Excellent

TrustScore 5 out of 5

59 reviews

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Rated 5 out of 5 stars

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.

May 1, 2023
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Reply from 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.

Rated 5 out of 5 stars

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.

April 28, 2023
Unprompted review
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Reply from 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.

Rated 5 out of 5 stars

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.

March 29, 2023
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Reply from 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.

Rated 5 out of 5 stars

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!

April 10, 2023
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Reply from 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.

Rated 5 out of 5 stars

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.

April 3, 2023
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Reply from 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.

Rated 5 out of 5 stars

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.

March 29, 2023
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Reply from 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.

Rated 5 out of 5 stars

Until meeting with Lansdown Place…

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

March 29, 2023
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Reply from Lansdown Place Wealth Management Ltd

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

Rated 5 out of 5 stars

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.

March 24, 2023
Rated 5 out of 5 stars

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.

March 24, 2023
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Reply from 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.

Rated 5 out of 5 stars

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.

March 24, 2023
Rated 5 out of 5 stars

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.

March 23, 2023
Rated 5 out of 5 stars

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.

March 23, 2023
Rated 5 out of 5 stars

I feel confident that my money is in safe hands

Landsdown Place look after my pension and savings and I feel completely confident that my money is in very safe hands. Part of that is a review of my holdings to ensure that my investments are in the right place to provide me with both my short term requirements and long term concerns. My relationship with my personal advisor is excellent and I feel totally confident that my money is in the right place and in safe hands.

March 7, 2023
Rated 5 out of 5 stars

Excellent assistance and advice.

Excellent assistance and advice and always very quick to respond to any queries. Our advisor Graham Lewis is incredibly helpful and nothing is too much trouble. We have been very pleased with the performance of our investments thanks to his advice over the years. It allowed me to retire early when I was in bad health.

March 6, 2023
Rated 5 out of 5 stars

Lansdown Place... excellent service over many yearshave consistently…

Lansdown Place have consistently provided us with excellent service and have always been very responsive to our needs as and when they arise. This has given us the confidence that transaction requests will be executed reliably and within the required timelines. We have developed a trusting relationship that has endured over many years.

March 22, 2023
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Reply from Lansdown Place Wealth Management Ltd

Thank you for leaving us a review and the positive feedback; it helps us greatly in ensuring we deliver excellent service to our clients.

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