Lordstone Financial Planning Ltd.
LF
Financial Advisors
Lordstone Financial Planning Ltd.
4th floor, Manchester M3 3EB
# Lordstone Financial Planning Ltd
Lordstone Financial Planning is a Manchester-based wealth management firm operating as an Appointed Representative of St. James's Place Wealth Management plc. With offices across Manchester, London, Leeds and Newcastle, they serve both private and corporate clients nationwide seeking comprehensive financial guidance.
The firm specialises in helping clients build, grow, protect and preserve wealth through personalised advice tailored to individual circumstances. Their expertise spans multiple aspects of wealth management, though specific service details are limited in their public materials. They emphasise long-term client relationships rather than transactional interactions, suggesting a commitment to ongoing partnership and support.
What distinguishes Lordstone is their multi-office presence enabling nationwide reach, combined with their backing by St. James's Place—a major UK wealth management group. The firm demonstrates credibility through 52 verified reviews on VouchedFor and maintains professional accreditation with SJP approval valid through October 2025. The practice actively engages clients through an E-Briefing Service delivering industry insights and market updates.
Founded in 2016, Lordstone Financial Planning operates with regulatory oversight from the Financial Conduct Authority, providing reassurance regarding compliance and professional standards. Their willingness to discuss financial requirements in detail and offer specialist advice suggests flexibility in addressing diverse client needs, from straightforward planning to more complex wealth arrangements.
Lordstone Financial Planning is a Manchester-based wealth management firm operating as an Appointed Representative of St. James's Place Wealth Management plc. With offices across Manchester, London, Leeds and Newcastle, they serve both private and corporate clients nationwide seeking comprehensive financial guidance.
The firm specialises in helping clients build, grow, protect and preserve wealth through personalised advice tailored to individual circumstances. Their expertise spans multiple aspects of wealth management, though specific service details are limited in their public materials. They emphasise long-term client relationships rather than transactional interactions, suggesting a commitment to ongoing partnership and support.
What distinguishes Lordstone is their multi-office presence enabling nationwide reach, combined with their backing by St. James's Place—a major UK wealth management group. The firm demonstrates credibility through 52 verified reviews on VouchedFor and maintains professional accreditation with SJP approval valid through October 2025. The practice actively engages clients through an E-Briefing Service delivering industry insights and market updates.
Founded in 2016, Lordstone Financial Planning operates with regulatory oversight from the Financial Conduct Authority, providing reassurance regarding compliance and professional standards. Their willingness to discuss financial requirements in detail and offer specialist advice suggests flexibility in addressing diverse client needs, from straightforward planning to more complex wealth arrangements.
Services offered
Wealth managementFinancial planningInvestment adviceRetirement planningWealth protectionCorporate financial servicesE-Briefing insightsSpecialist financial advice