Farrier Rose Wealth Management Ltd
FR
Financial Advisors
Farrier Rose Wealth Management Ltd
30 Lombard St, London EC3V 9BQ
# Farrier Rose Wealth Management Ltd
Farrier Rose is a London-based wealth management firm led by Jon Van Leer, specialising in comprehensive financial planning for high net worth individuals, trusts, and corporate entities. The practice operates as an Appointed Representative of St. James's Place Wealth Management plc, providing access to the group's wealth management products and services.
The firm targets successful professionals and business owners who lack the time or expertise to manage their finances effectively. Rather than offering generic advice, Farrier Rose takes a personalised approach, working closely with clients to understand their specific circumstances and financial goals. Whether clients need to build, grow, protect, or preserve wealth, the team develops tailored strategies addressing their unique requirements.
What distinguishes Farrier Rose is its commitment to building long-term client relationships underpinned by specialist knowledge. The practice combines Jon Van Leer's extensive experience with St. James's Place's comprehensive product range, enabling holistic financial planning across multiple areas. The firm maintains a consultative approach, ensuring clients remain informed through services like their e-briefing service, which delivers industry insights directly to subscribers.
Operating from a professional London office, Farrier Rose combines the personalised service of an independent practice with the backing and resources of a major wealth management group. This positioning allows them to serve high net worth clients with sophisticated financial needs whilst maintaining the accessibility and attention typically associated with smaller, boutique advisory firms.
Farrier Rose is a London-based wealth management firm led by Jon Van Leer, specialising in comprehensive financial planning for high net worth individuals, trusts, and corporate entities. The practice operates as an Appointed Representative of St. James's Place Wealth Management plc, providing access to the group's wealth management products and services.
The firm targets successful professionals and business owners who lack the time or expertise to manage their finances effectively. Rather than offering generic advice, Farrier Rose takes a personalised approach, working closely with clients to understand their specific circumstances and financial goals. Whether clients need to build, grow, protect, or preserve wealth, the team develops tailored strategies addressing their unique requirements.
What distinguishes Farrier Rose is its commitment to building long-term client relationships underpinned by specialist knowledge. The practice combines Jon Van Leer's extensive experience with St. James's Place's comprehensive product range, enabling holistic financial planning across multiple areas. The firm maintains a consultative approach, ensuring clients remain informed through services like their e-briefing service, which delivers industry insights directly to subscribers.
Operating from a professional London office, Farrier Rose combines the personalised service of an independent practice with the backing and resources of a major wealth management group. This positioning allows them to serve high net worth clients with sophisticated financial needs whilst maintaining the accessibility and attention typically associated with smaller, boutique advisory firms.
Services offered
Wealth management planningTrust adviceCorporate financial planningPension planningInvestment managementProtection planningEstate planningFinancial goal setting