Lombard Wealth Associates Ltd
Financial Services - N/A, N/A, UK
Lombard Wealth Associates Ltd Employees
Lombard Wealth Associates Ltd Details
We provide bespoke wealth management advice in London and the South East. We are committed to build long term relationships with all of our clients founded on trust, excellent service and superior wealth management. Being a Partner Practice of St. James's Place Wealth Management, we can offer advice in all areas of finance with the reassurance that St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products.Our services include:Retirement planningInvestment planningInheritance Tax & Estate PlanningProtecting You and Your FamilyInvesting (e.g. ISAs)Corporate services (e.g. Directors' pensions, employee benefits)Lifetime Mortgages*The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.*To understand the features and risks associated with such products, please ask for a personalised illustration.Lombard Wealth Associated Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
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