Leadenhall Wealth Management

Independent Financial Adviser 30th Floor, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
18th November 2019
We serve one purpose; to help you make the most of your money.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Justin Jordan
Director
Accreditations
Care advice standard Later Life Accredited Adviser Retirement advice standard
Jack Shaw
Director
Accreditations
Care advice standard Later Life Accredited Adviser Retirement advice standard
Where to find us

30th Floor, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB

Make an enquiry
About us

Leadenhall Wealth Management is an award winning independent wealth management firm based in the City of London.

We are independently owned and have no products of our own on which to advise. Our client relationships are based around trusted and valued advice, never about sales, working with you to identify and achieve your financial goals. Our varied client base includes FTSE100 CEOs, partners at leading law firms, other professionals and people from a wide range of different backgrounds.

Our services

Our comprehensive process involves a review of all areas of your financial situation. It involves establishing short and long term goals, designing and implementing strategies to reach these goals and an ongoing review of their progress towards your stated objectives.

There are a number of areas in which we can assist you, not limited to:

Investment planning
Retirement planning
Estate planning
Family protection and insurance
Long term care planning
Cashflow, income and expenditure analysis
Tax planning
Future event planning such as school fees
Later life planning
Trust planning
Equity release and mortgage planning

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0