At Lansdown Place we are Financial Advisers providing advice and guidance as a Senior Partner Practice of St. James's Place Wealth Management, to individuals and businesses across the UK from our base in Bristol and the South West.
Using the experience of our team we have developed a service that fully supports the differing needs of small and medium sized businesses.
In our experience it is often the case that the various professions that support businesses with their Accountancy, Legal, HR and their Financial Advice needs do so in isolation. We want to offer a different approach, therefore we have launched an initiative called Business 360.
Please watch this short welcome video below, where our director Chris Lawson introduces our service and its benefits to You and Your business.
In addition, you can find a range of relevant videos in our Business 360 Library, focusing on guiding businesses and helping them to thrive in these unique and challenging times.
Our Business 360 service is easily accessible and complementary to You and Your Business.
Available to all businesses to help business owners and key decision makers as well as accountancy firms and their clients.
Helping to meet the challenges presented by Covid-19 and after- through our advice and support.
Bespoke support to help businesses meet their goals
Succinct, regular, relevant information, designed to meet specific needs, delivered to you.
SME Diagnostic Tool to help benchmark your business and Cashflow Planning.
Access to external specialist SME growth advisory service.
In order to provide our new service to you, Lansdown Place Wealth Management Ltd. work in conjunction with an extensive network of external growth advisers and SME specialists, such as Elephants Child, who have been carefully selected by St. James's Place.
The services provided by these specialists are separate and distinct to the services carried out by St. James's Place and include advice on how to grow your business and/or prepare your business for sale.
We then work holistically with you and the specialists to help grow and protect the value of your business and ultimately when you need to extract value from your business, which encompasses the Business 360 approach.
If you would like to speak to us about a particular issue or wish to find out more about the services we offer, please get in touch.
We have been awarded the highest standard for providing ‘Later Life’ planning advice – an independent accreditation.
The Good Business Charter is an accreditation that seeks to raise the bar on business practices for employees, tax, the environment, customers and suppliers.
We have achieved the Government’s Cyber Essential Certification – to better protect our company and clients from possible IT security breaches.