Lansdown Place Wealth Management Ltd
Reference number: 434251
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 21 years
- Protected through the principal
- No FCA actions
- Active company since 2005
- Accounts filed up to 31 December 2025
- On its latest accounts it owed £454k more than it owned
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Lansdown Place Wealth Management Ltd (FRN 434251) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Lansdown Place Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Lansdown Place Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
2 Oakfield Road, Clifton, Bristol, BS8 2AL, United Kingdom
In the full report: 3 background checks
- When lansdownplace.co.uk first appeared online, and whether it can receive email
- What kind of line 0117 370 9770 is
- Who else gives the postcode BS8 2AL
Other names (5)
If you were contacted under any of these names, it is this firm.
- Lansdown Place Trading name: A name it trades under now.
- Lansdown Place Ltd Former name: A name it was registered under before.
- LP Wealth Management Ltd Former name: A name it was registered under before.
- Lansdown Place Private Finance Former trading name: A name it used to trade under.
- L P Wealth Management Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 05458948 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 20 May 2005 (21 years old)
- Registered office
- Matches the FCA register address ✓
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Nicola Clare Mould | Director | May 1969 | 6 Feb 2008 | 8 other companies |
| Graham John Lewis | Director | Mar 1969 | 26 Nov 2012 | 6 other companies |
| Christopher Lawson | Director | Sep 1968 | 26 Nov 2012 | 5 other companies |
| Nicola Clare Mould | Secretary | Not published | 6 Feb 2008 | 8 other companies |
Other companies run by these 3 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 10
- closed down
- 5
- run together
- 5
In the full report: all 10 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 5 companies these 3 directors run together
- All 6 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
−£454k
Up £187k from −£641k
Cash at bank
£383k
+16% from £329k
Employees (average)
29
+16% from 25
Owed within a year
£1.21m
+37% from £883k
Net assets are negative: on its last balance sheet the company owed £454k more than it owned.
Assets and liabilities
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 05458948. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Lansdown Place Wealth Management’s history from the FCA register and Companies House, newest first.
2024
31 December 2024
- Lansdown Place Group Holdings Limited gave up control
- Ncg Group Holdings Limited took control (75–100% of shares)
Companies House
2016
6 April 2016
- Lansdown Place Group Holdings Limited took control (75–100% of shares)
Companies House
8 February 2016
- Changed its registered name from "LP Wealth Management Ltd"
FCA register
2013
30 May 2013
- Changed its registered name from "Lansdown Place Ltd"
FCA register
2005
16 June 2005
- Became an appointed representative
FCA register
20 May 2005
- Incorporated at Companies House
Companies House
In the full report: all 21 events
- All 21 events in its history (7 shown here)
- Every director appointment and resignation: 9
Firms like Lansdown Place Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Bristol
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Lansdown Place Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 10 other companies its directors have run, named
- 3 background checks on its contact details
- All 21 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk