Lordstone Financial Planning

About Lordstone Financial Planning

Lordstone Financial Planning, a Partner Practice of St. James’s Place Wealth Management, was founded with a simple aim: to support our clients in achieving their financial aspirations. We keep things simple, providing a highly personal service and high-quality advice. Collectively, our team has over 70 years of experience in professional services. By combining this experience and our passion for exceptional advice with the strength of St. James’s Place, we can support you, your business, and your family—now and in the future. Our clients want to know that we can support their changing needs. As Appointed Representatives of St. James’s Place, we offer a comprehensive suite of solutions supported by a robust investment offering. We warmly invite you to connect with us at Lordstone Financial Planning. We are pleased to accommodate your preferences—whether through in-person consultations at our offices, at your home or workplace, or via virtual meetings. Our aim is to provide convenience and flexibility. We take pride in the strong partnerships we’ve built with our valued clients. Through organic growth, these relationships have evolved into enduring bonds, with many clients confidently advocating for the quality of our service. We sincerely hope you will consider choosing us as your trusted partner on your financial journey. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. Lordstone Financial Planning is an Appointed Representative of, and represents only, St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and the titles ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 28/07/2026

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